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Old Point Trust & Financial Services N A’s Zions Bancorporation ZION Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-250
Closed -$10.8K – 543
2024
Q1 		$10.8K Buy
+250
New +$10.3K ﹤0.01% 272

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Old Point Trust & Financial Services N A's ZION Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 250 shares — an estimated $10.8K sold.

Old Point Trust & Financial Services N A first reported a position in ZION in Q1 2024 and held it in 1 quarter. The position peaked at $10.8K in Q1 2024. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Zions Bancorporation shares in Q2 2024, an estimated $10.8K.
  • Old Point Trust & Financial Services N A first reported a position in Zions Bancorporation in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Zions Bancorporation position peaked at $10.8K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.