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Kiely Wealth Advisory Group’s Zions Bancorporation ZION Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$8.4K Hold
150
– – 0.01% 210
2024
Q3 		$8.92K Hold
150
– – 0.01% 208
2024
Q2 		$6.91K Hold
150
– – ﹤0.01% 208
2024
Q1 		$6.27K Hold
150
– – ﹤0.01% 191
2023
Q4 		$6.63K Buy
+150
New +$5.42K ﹤0.01% 190

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiely Wealth Advisory Group's ZION Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Zions Bancorporation (ZION) position steady in Q4 2024 at 150 shares worth $8.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Kiely Wealth Advisory Group first reported a position in ZION in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.92K in Q3 2024. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Kiely Wealth Advisory Group held 150 shares of Zions Bancorporation worth $8.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Zions Bancorporation share count unchanged in Q4 2024.
  • Zions Bancorporation made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #210 holding.
  • Kiely Wealth Advisory Group first reported a position in Zions Bancorporation in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Zions Bancorporation position peaked at $8.92K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.