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Lake Street Advisors Group’s Zions Bancorporation ZION Stock Holding History

Lake Street Advisors 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 		$236K Sell
4,346
-14
-0.3% -$767 0.01% 517
2024
Q3 		$206K Buy
+4,360
New +$206K 0.01% 556
2024
Q2 		– Sell
-5,573
Closed -$242K – 669
2024
Q1 		$242K Sell
5,573
-37
-0.7% -$1.53K 0.01% 510
2023
Q4 		$246K Buy
+5,610
New +$203K 0.01% 496

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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Lake Street Advisors Group's ZION Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Zions Bancorporation (ZION) stake by 0.32% in Q4 2024, selling an estimated $767 and leaving 4,346 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #517.

Lake Street Advisors Group first reported a position in ZION in Q4 2023 and has held it in 4 quarters since. The position peaked at $246K in Q4 2023. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Lake Street Advisors Group held 4,346 shares of Zions Bancorporation worth $236K as of Q4 2024.
  • Lake Street Advisors Group sold 14 Zions Bancorporation shares in Q4 2024, an estimated $767.
  • Zions Bancorporation made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #517 holding.
  • Lake Street Advisors Group first reported a position in Zions Bancorporation in Q4 2023 and has held it in 4 quarters since.
  • Lake Street Advisors Group's Zions Bancorporation position peaked at $246K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.