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Next Financial Group’s Zions Bancorporation ZION Stock Holding History

Next Financial 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
2021
Q4 		$14K Sell
227
-60
-21% -$3.83K ﹤0.01% 2058
2021
Q3 		$18K Buy
287
+60
+26% +$3.3K ﹤0.01% 1843
2021
Q2 		$12K Buy
227
+3
+1% +$168 ﹤0.01% 1934
2021
Q1 		$12K Sell
224
-269
-55% -$13.9K ﹤0.01% 1843
2020
Q4 		$21K Hold
493
– – ﹤0.01% 1531
2020
Q3 		$14K Buy
+493
New +$15.9K ﹤0.01% 1534
2020
Q2 		– Sell
-493
Closed -$13K – 1924
2020
Q1 		$13K Hold
493
– – ﹤0.01% 1449
2019
Q4 		$26K Hold
493
– – ﹤0.01% 1435
2019
Q3 		$22K Hold
493
– – ﹤0.01% 1411
2019
Q2 		$23K Buy
+493
New +$22.8K ﹤0.01% 1418
2019
Q1 		– Sell
-493
Closed -$20K – 2150
2018
Q4 		$20K Sell
493
-507
-51% -$23.6K ﹤0.01% 1100
2018
Q3 		$50K Buy
+1,000
New +$52.8K 0.02% 548
2017
Q1 		– Sell
-22,036
Closed -$948K – 2329
2016
Q4 		$948K Sell
22,036
-2,798
-11% -$103K 0.17% 142
2016
Q3 		$770K Buy
24,834
+6,323
+34% +$180K 0.14% 164
2016
Q2 		$465K Sell
18,511
-798
-4% -$21.2K 0.15% 147
2016
Q1 		$467K Buy
19,309
+2,403
+14% +$55.3K 0.16% 139
2015
Q4 		$461K Buy
16,906
+2
+0% +$57 0.17% 140
2015
Q3 		$465K Sell
16,904
-6,780
-29% -$201K 0.17% 139
2015
Q2 		$751K Buy
23,684
+2
+0% +$59 0.26% 98
2015
Q1 		$639K Buy
23,682
+150
+0.6% +$3.93K 0.21% 125
2014
Q4 		$671K Sell
23,532
-3,370
-13% -$95.1K 0.22% 112
2014
Q3 		$782K Buy
+26,902
New +$781K 0.16% 148

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's ZION Position: Q4 2021 in Review

Next Financial Group reduced its Zions Bancorporation (ZION) stake by 21% in Q4 2021, selling an estimated $3.83K and leaving 227 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Next Financial Group first reported a position in ZION in Q3 2014 and has held it in 22 quarters since. The position peaked at $948K in Q4 2016. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

  • Next Financial Group held 227 shares of Zions Bancorporation worth $14K as of Q4 2021.
  • Next Financial Group sold 60 Zions Bancorporation shares in Q4 2021, an estimated $3.83K.
  • Zions Bancorporation made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2058 holding.
  • Next Financial Group first reported a position in Zions Bancorporation in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's Zions Bancorporation position peaked at $948K in Q4 2016.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.