JWM
ZION icon

Janiczek Wealth Management’s Zions Bancorporation ZION Stock Holding History

Janiczek Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$240 – 1027
2023
Q1 		$240 Sell
8
-8
-50% -$366 ﹤0.01% 956
2022
Q4 		$823 Hold
16
– – ﹤0.01% 872
2022
Q3 		$1K Hold
16
– – ﹤0.01% 891
2022
Q2 		$1K Hold
16
– – ﹤0.01% 923
2022
Q1 		$1K Hold
16
– – ﹤0.01% 920
2021
Q4 		$1K Hold
16
– – ﹤0.01% 982
2021
Q3 		$1K Hold
16
– – ﹤0.01% 945
2021
Q2 		$1K Hold
16
– – ﹤0.01% 884
2021
Q1 		$1K Hold
16
– – ﹤0.01% 846
2020
Q4 		$1K Buy
+16
New +$592 ﹤0.01% 782

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Janiczek Wealth Management's ZION Position: Q2 2023 in Review

Janiczek Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 8 shares — an estimated $240 sold.

Janiczek Wealth Management first reported a position in ZION in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Janiczek Wealth Management reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 8 Zions Bancorporation shares in Q2 2023, an estimated $240.
  • Janiczek Wealth Management first reported a position in Zions Bancorporation in Q4 2020 and held it in 10 quarters.
  • Janiczek Wealth Management's Zions Bancorporation position peaked at $1K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Janiczek Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.