Level Four Advisory Services’s Zions Bancorporation ZION Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-7,253	Closed	-$318K	–	912
2024 Q1	$318K	Hold	7,253	–	–	0.02%	592
2023 Q4	$318K	Sell	7,253 -1,688	-19%	-$61K	0.02%	590
2023 Q3	$312K	Buy	+8,941	New	+$312K	0.02%	567

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Level Four Advisory Services's ZION Position: Q2 2024 in Review

Level Four Advisory Services sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 7,253 shares — an estimated $318K sold.

Level Four Advisory Services first reported a position in ZION in Q3 2023 and held it in 3 quarters. The position peaked at $318K in Q1 2024. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

Level Four Advisory Services reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 7,253 Zions Bancorporation shares in Q2 2024, an estimated $318K.
Level Four Advisory Services first reported a position in Zions Bancorporation in Q3 2023 and held it in 3 quarters.
Level Four Advisory Services's Zions Bancorporation position peaked at $318K in Q1 2024.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.