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McClarren Financial Advisors’s Zions Bancorporation ZION Stock Holding History

McClarren 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
2022
Q2 		– Sell
-185
Closed -$12K – 300
2022
Q1 		$12K Hold
185
– – 0.01% 204
2021
Q4 		$12K Buy
185
+2
+1% +$128 0.01% 228
2021
Q3 		$11K Buy
+183
New +$10.1K 0.01% 211

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McClarren Financial Advisors's ZION Position: Q2 2022 in Review

McClarren Financial Advisors sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 185 shares — an estimated $12K sold.

McClarren Financial Advisors first reported a position in ZION in Q3 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

  • McClarren Financial Advisors reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 185 Zions Bancorporation shares in Q2 2022, an estimated $12K.
  • McClarren Financial Advisors first reported a position in Zions Bancorporation in Q3 2021 and held it in 3 quarters.
  • McClarren Financial Advisors's Zions Bancorporation position peaked at $12K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on McClarren Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.