OIA
ZION icon

OneDigital Investment Advisors’s Zions Bancorporation ZION Stock Holding History

OneDigital Investment Advisors’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
Q2 		– Sell
-3,553
Closed -$233K – 806
2022
Q1 		$233K Buy
+3,553
New +$243K 0.01% 666
2019
Q3 		– Sell
-315
Closed -$14K – 1183
2019
Q2 		$14K Hold
315
– – ﹤0.01% 882
2019
Q1 		$14K Sell
315
-20
-6% -$954 ﹤0.01% 814
2018
Q4 		$14K Buy
335
+25
+8% +$1.17K ﹤0.01% 786
2018
Q3 		$16K Hold
310
– – ﹤0.01% 729
2018
Q2 		$16K Sell
310
-8
-3% -$442 ﹤0.01% 903
2018
Q1 		$17K Buy
318
+14
+5% +$753 ﹤0.01% 875
2017
Q4 		$15K Sell
304
-9
-3% -$431 ﹤0.01% 889
2017
Q3 		$15K Hold
313
– – 0.01% 737
2017
Q2 		$14K Buy
+313
New +$12.9K ﹤0.01% 868

Other funds holding ZION

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BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return