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JOYN Advisors’s Zions Bancorporation ZION Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-836
Closed -$34K – 1464
2018
Q4 		$34K Buy
836
+798
+2,100% +$37.2K 0.01% 471
2018
Q3 		$2K Sell
38
-191
-83% -$10.1K ﹤0.01% 1506
2018
Q2 		$12K Sell
229
-181
-44% -$9.99K ﹤0.01% 853
2018
Q1 		$22K Buy
+410
New +$22.1K ﹤0.01% 657

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JOYN Advisors's ZION Position: Q1 2019 in Review

JOYN Advisors sold out of Zions Bancorporation (ZION) in Q1 2019, closing a stake of 836 shares — an estimated $34K sold.

JOYN Advisors first reported a position in ZION in Q1 2018 and held it in 4 quarters. The position peaked at $34K in Q4 2018. 554 funds tracked by Wall St. Rank hold ZION as of Q1 2019.

  • JOYN Advisors reported no remaining Zions Bancorporation position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 836 Zions Bancorporation shares in Q1 2019, an estimated $34K.
  • JOYN Advisors first reported a position in Zions Bancorporation in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Zions Bancorporation position peaked at $34K in Q4 2018.
  • 554 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.