Palisades Hudson Asset Management’s Zions Bancorporation ZION Stock Holding History

Palisades Hudson 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
2023 Q1	–	Sell	-6,406	Closed	-$315K	–	103
2022 Q4	$315K	Buy	6,406 +51	+0.8%	+$2.55K	0.17%	72
2022 Q3	$323K	Buy	6,355 +45	+0.7%	+$2.46K	0.2%	65
2022 Q2	$321K	Buy	6,310 +42	+0.7%	+$2.39K	0.18%	68
2022 Q1	$411K	Buy	6,268 +34	+0.5%	+$2.33K	0.19%	65
2021 Q4	$394K	Buy	6,234 +37	+0.6%	+$2.36K	0.17%	70
2021 Q3	$384K	Buy	6,197 +43	+0.7%	+$2.36K	0.18%	69
2021 Q2	$325K	Buy	6,154 +36	+0.6%	+$2.02K	0.15%	78
2021 Q1	$336K	Hold	6,118	–	–	0.16%	73
2020 Q4	$266K	Buy	+6,118	New	+$226K	0.14%	85
2020 Q3	–	Sell	-6,118	Closed	-$208K	–	99
2020 Q2	$208K	Buy	+6,118	New	+$194K	0.14%	91
2020 Q1	–	Sell	-6,118	Closed	-$318K	–	111
2019 Q4	$318K	Hold	6,118	–	–	0.2%	72
2019 Q3	$272K	Hold	6,118	–	–	0.19%	75
2019 Q2	$281K	Hold	6,118	–	–	0.19%	73
2019 Q1	$278K	Hold	6,118	–	–	0.18%	72
2018 Q4	$249K	Hold	6,118	–	–	0.15%	91
2018 Q3	$307K	Hold	6,118	–	–	0.16%	86
2018 Q2	$322K	Hold	6,118	–	–	0.17%	81
2018 Q1	$323K	Hold	6,118	–	–	0.18%	80
2017 Q4	$311K	Hold	6,118	–	–	0.17%	81
2017 Q3	$289K	Hold	6,118	–	–	0.16%	83
2017 Q2	$269K	Buy	+6,118	New	+$252K	0.16%	91

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palisades Hudson Asset Management's ZION Position: Q1 2023 in Review

Palisades Hudson Asset Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 6,406 shares — an estimated $315K sold.

Palisades Hudson Asset Management first reported a position in ZION in Q2 2017 and held it in 21 quarters. The position peaked at $411K in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Palisades Hudson Asset Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Palisades Hudson Asset Management sold 6,406 Zions Bancorporation shares in Q1 2023, an estimated $315K.
Palisades Hudson Asset Management first reported a position in Zions Bancorporation in Q2 2017 and held it in 21 quarters.
Palisades Hudson Asset Management's Zions Bancorporation position peaked at $411K in Q1 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2023, filed 26 Apr 2023.