My Personal CFO LLC’s Zions Bancorporation ZION Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-6	Closed	-$295	–	862
2022 Q4	$295	Buy	+6	New	+$300	﹤0.01%	836

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

My Personal CFO LLC's ZION Position: Q1 2023 in Review

My Personal CFO LLC sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 6 shares — an estimated $295 sold.

My Personal CFO LLC first reported a position in ZION in Q4 2022 and held it in 1 quarter. The position peaked at $295 in Q4 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

My Personal CFO LLC reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 6 Zions Bancorporation shares in Q1 2023, an estimated $295.
My Personal CFO LLC first reported a position in Zions Bancorporation in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Zions Bancorporation position peaked at $295 in Q4 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.