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Lenox Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Lenox Wealth 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
2021
Q1 		– Sell
-92
Closed -$4K – 768
2020
Q4 		$4K Hold
92
– – ﹤0.01% 542
2020
Q3 		$3K Sell
92
-73
-44% -$2.35K ﹤0.01% 496
2020
Q2 		$6K Buy
165
+92
+126% +$2.91K ﹤0.01% 422
2020
Q1 		$2K Buy
+73
New +$3.01K ﹤0.01% 629
2014
Q1 		– Sell
-75
Closed -$2K – 345
2013
Q4 		$2K Buy
+75
New +$2.16K ﹤0.01% 328

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Advisors's ZION Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 92 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in ZION in Q4 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2020. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 92 Zions Bancorporation shares in Q1 2021, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Zions Bancorporation in Q4 2013 and held it in 5 quarters.
  • Lenox Wealth Advisors's Zions Bancorporation position peaked at $6K in Q2 2020.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.