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National Wealth Management Group’s Zions Bancorporation ZION Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-14,067
Closed -$491K – 162
2023
Q3 		$491K Buy
+14,067
New +$490K 0.53% 56

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Wealth Management Group's ZION Position: Q4 2023 in Review

National Wealth Management Group sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 14,067 shares — an estimated $491K sold.

National Wealth Management Group first reported a position in ZION in Q3 2023 and held it in 1 quarter. The position peaked at $491K in Q3 2023. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • National Wealth Management Group reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • National Wealth Management Group sold 14,067 Zions Bancorporation shares in Q4 2023, an estimated $491K.
  • National Wealth Management Group first reported a position in Zions Bancorporation in Q3 2023 and held it in 1 quarter.
  • National Wealth Management Group's Zions Bancorporation position peaked at $491K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.