LWM
ZION icon

Lenox Wealth Management’s Zions Bancorporation ZION Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$9K Sell
286
-77
-21% -$2.44K ﹤0.01% 453
2020
Q1 		$9K Buy
+363
New +$15K ﹤0.01% 411

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lenox Wealth Management's ZION Position: Q2 2020 in Review

Lenox Wealth Management reduced its Zions Bancorporation (ZION) stake by 21% in Q2 2020, selling an estimated $2.44K and leaving 286 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Lenox Wealth Management first reported a position in ZION in Q1 2020 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • Lenox Wealth Management held 286 shares of Zions Bancorporation worth $9K as of Q2 2020.
  • Lenox Wealth Management sold 77 Zions Bancorporation shares in Q2 2020, an estimated $2.44K.
  • Zions Bancorporation made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #453 holding.
  • Lenox Wealth Management first reported a position in Zions Bancorporation in Q1 2020 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.