Optimal Asset Management’s Zions Bancorporation ZION Stock Holding History

Optimal 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
2021 Q3	$1.26M	Buy	20,297 +45	+0.2%	+$2.47K	0.16%	207
2021 Q2	$1.07M	Sell	20,252 -9	-0%	-$504	0.13%	231
2021 Q1	$1.11M	Buy	20,261 +1,089	+6%	+$56.1K	0.14%	219
2020 Q4	$833K	Sell	19,172 -19,036	-50%	-$704K	0.12%	266
2020 Q3	$1.12M	Buy	38,208 +16,362	+75%	+$527K	0.16%	203
2020 Q2	$743K	Sell	21,846 -10,174	-32%	-$322K	0.12%	264
2020 Q1	$857	Buy	32,020 +21,107	+193%	+$869K	0.08%	306
2019 Q4	$567K	Buy	+10,913	New	+$530K	0.09%	308

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Optimal Asset Management's ZION Position: Q3 2021 in Review

Optimal Asset Management increased its Zions Bancorporation (ZION) stake by 0.22% in Q3 2021, buying an estimated $2.47K and bringing the position to 20,297 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #207.

Optimal Asset Management first reported a position in ZION in Q4 2019 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Optimal Asset Management held 20,297 shares of Zions Bancorporation worth $1.26M as of Q3 2021.
Optimal Asset Management bought 45 Zions Bancorporation shares in Q3 2021, an estimated $2.47K.
Zions Bancorporation made up 0.16% of Optimal Asset Management's portfolio in Q3 2021, its #207 holding.
Optimal Asset Management first reported a position in Zions Bancorporation in Q4 2019 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.