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Oppenheimer Asset Management’s Zions Bancorporation ZION Stock Holding History

Oppenheimer Asset 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
2020
Q1 		– Sell
-11
Closed -$1K – 1656
2019
Q4 		$1K Hold
11
– – ﹤0.01% 1591
2019
Q3 		$0 Hold
11
– – ﹤0.01% 1651
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1613
2019
Q1 		$0 Sell
11
-100
-90% -$4.77K ﹤0.01% 1653
2018
Q4 		$4K Sell
111
-8,712
-99% -$406K ﹤0.01% 1571
2018
Q3 		$443K Sell
8,823
-2,629
-23% -$139K 0.01% 854
2018
Q2 		$603K Sell
11,452
-1,131
-9% -$62.4K 0.01% 739
2018
Q1 		$664K Sell
12,583
-917
-7% -$49.4K 0.02% 706
2017
Q4 		$637K Hold
13,500
– – 0.02% 725
2017
Q3 		$637K Sell
13,500
-8,898
-40% -$396K 0.02% 729
2017
Q2 		$983K Buy
22,398
+6,479
+41% +$267K 0.03% 588
2017
Q1 		$669K Buy
+15,919
New +$691K 0.02% 708

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oppenheimer Asset Management's ZION Position: Q1 2020 in Review

Oppenheimer Asset Management sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 11 shares — an estimated $1K sold.

Oppenheimer Asset Management first reported a position in ZION in Q1 2017 and held it in 12 quarters. The position peaked at $983K in Q2 2017. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Oppenheimer Asset Management reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Oppenheimer Asset Management sold 11 Zions Bancorporation shares in Q1 2020, an estimated $1K.
  • Oppenheimer Asset Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 12 quarters.
  • Oppenheimer Asset Management's Zions Bancorporation position peaked at $983K in Q2 2017.
  • 419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Oppenheimer Asset Management's 13F filing for Q1 2020, filed 8 May 2020.