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Meridian Wealth Management’s Zions Bancorporation ZION Stock Holding History

Meridian 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
2019
Q3 		– Sell
-6,608
Closed -$3.04K – 523
2019
Q2 		$3.04K Sell
6,608
-226
-3% -$10.5K 0.12% 143
2019
Q1 		$310K Buy
+6,834
New +$326K 0.14% 139

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meridian Wealth Management's ZION Position: Q3 2019 in Review

Meridian Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 6,608 shares — an estimated $3.04K sold.

Meridian Wealth Management first reported a position in ZION in Q1 2019 and held it in 2 quarters. The position peaked at $310K in Q1 2019. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • Meridian Wealth Management reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 6,608 Zions Bancorporation shares in Q3 2019, an estimated $3.04K.
  • Meridian Wealth Management first reported a position in Zions Bancorporation in Q1 2019 and held it in 2 quarters.
  • Meridian Wealth Management's Zions Bancorporation position peaked at $310K in Q1 2019.
  • 441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.