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Morton Brown Family Wealth’s Zions Bancorporation ZION Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-10
Closed -$1K – 344
2022
Q2 		$1K Buy
+10
New +$568 ﹤0.01% 259

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morton Brown Family Wealth's ZION Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in ZION in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 10 Zions Bancorporation shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Zions Bancorporation in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Zions Bancorporation position peaked at $1K in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.