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Meridian Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-162
Closed -$9K – 1315
2021
Q1 		$9K Buy
+162
New +$8.34K ﹤0.01% 500

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Meridian Wealth Partners's ZION Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 162 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in ZION in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 162 Zions Bancorporation shares in Q2 2021, an estimated $9K.
  • Meridian Wealth Partners first reported a position in Zions Bancorporation in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Zions Bancorporation position peaked at $9K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.