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MPS Loria Financial Planners’s Zions Bancorporation ZION Stock Holding History

MPS Loria Financial Planners’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
-19
Closed -$1K – 579
2021
Q1 		$1K Hold
19
– – ﹤0.01% 548
2020
Q4 		$1K Buy
+19
New +$703 ﹤0.01% 591

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

MPS Loria Financial Planners's ZION Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in ZION in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 19 Zions Bancorporation shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Zions Bancorporation in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Zions Bancorporation position peaked at $1K in Q1 2021.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.