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NuWave Investment Management’s Zions Bancorporation ZION Stock Holding History

NuWave Investment Management’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 		$274K Buy
5,380
+4,412
+456% +$241K 0.31% 122
2022
Q2 		$49K Buy
968
+656
+210% +$37.3K 0.07% 212
2022
Q1 		$20K Sell
312
-1,875
-86% -$128K 0.03% 249
2021
Q4 		$138K Buy
+2,187
New +$140K 0.16% 179
2021
Q3 		– Sell
-500
Closed -$26K – 446
2021
Q2 		$26K Sell
500
-1,800
-78% -$101K 0.03% 290
2021
Q1 		$126K Buy
+2,300
New +$118K 0.16% 179
2020
Q4 		– Sell
-130
Closed -$4K – 541
2020
Q3 		$4K Sell
130
-8
-6% -$258 0.01% 393
2020
Q2 		$5K Sell
138
-4,250
-97% -$135K 0.01% 369
2020
Q1 		$117K Buy
4,388
+4,252
+3,126% +$175K 0.26% 94
2019
Q4 		$7K Sell
136
-81
-37% -$3.93K 0.01% 358
2019
Q3 		$9K Buy
217
+84
+63% +$3.63K 0.01% 362
2019
Q2 		$6K Buy
+133
New +$6.15K 0.01% 381
2019
Q1 		– Sell
-1,472
Closed -$60K – 430
2018
Q4 		$60K Sell
1,472
-6,568
-82% -$306K 0.1% 180
2018
Q3 		$403K Buy
8,040
+1,672
+26% +$88.3K 0.61% 68
2018
Q2 		$336K Buy
6,368
+4,279
+205% +$236K 0.44% 94
2018
Q1 		$109K Buy
2,089
+1,575
+306% +$84.8K 0.17% 159
2017
Q4 		$26K Buy
+514
New +$24.6K 0.03% 233
2014
Q3 		– Sell
-117
Closed -$3K – 358
2014
Q2 		$3K Buy
+117
New +$3.44K 0.01% 290
2014
Q1 		– Sell
-7,560
Closed -$226K – 333
2013
Q4 		$226K Sell
7,560
-5,781
-43% -$166K 0.2% 148
2013
Q3 		$366K Buy
+13,341
New +$389K 0.33% 104

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's ZION Position: Q3 2022 in Review

NuWave Investment Management increased its Zions Bancorporation (ZION) stake by 456% in Q3 2022, buying an estimated $241K and bringing the position to 5,380 shares worth $274K. The position accounts for 0.31% of the portfolio, ranked #122.

NuWave Investment Management first reported a position in ZION in Q3 2013 and has held it in 20 quarters since. The position peaked at $403K in Q3 2018. 492 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • NuWave Investment Management held 5,380 shares of Zions Bancorporation worth $274K as of Q3 2022.
  • NuWave Investment Management bought 4,412 Zions Bancorporation shares in Q3 2022, an estimated $241K.
  • Zions Bancorporation made up 0.31% of NuWave Investment Management's portfolio in Q3 2022, its #122 holding.
  • NuWave Investment Management first reported a position in Zions Bancorporation in Q3 2013 and has held it in 20 quarters since.
  • NuWave Investment Management's Zions Bancorporation position peaked at $403K in Q3 2018.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.