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Legacy Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Legacy Financial 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
Q2 		– Sell
-837
Closed -$38K – 933
2019
Q1 		$38K Buy
837
+260
+45% +$12.4K 0.01% 323
2018
Q4 		$24K Buy
577
+469
+434% +$21.9K 0.01% 375
2018
Q3 		$5K Hold
108
– – ﹤0.01% 705
2018
Q2 		$6K Hold
108
– – ﹤0.01% 676
2018
Q1 		$5K Buy
108
+64
+145% +$3.44K ﹤0.01% 655
2017
Q4 		$2K Buy
+44
New +$2.11K ﹤0.01% 760

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Financial Advisors's ZION Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 837 shares — an estimated $38K sold.

Legacy Financial Advisors first reported a position in ZION in Q4 2017 and held it in 6 quarters. The position peaked at $38K in Q1 2019. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 837 Zions Bancorporation shares in Q2 2019, an estimated $38K.
  • Legacy Financial Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Zions Bancorporation position peaked at $38K in Q1 2019.
  • 501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.