PFGIA
ZION icon

Patriot Financial Group Insurance Agency’s Zions Bancorporation ZION Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-150
Closed -$8K – 1992
2022
Q2 		$8K Buy
+150
New +$8.53K ﹤0.01% 1354
2020
Q4 		– Sell
-21
Closed -$1K – 2020
2020
Q3 		$1K Hold
21
– – ﹤0.01% 1630
2020
Q2 		$1K Hold
21
– – ﹤0.01% 1608
2020
Q1 		$1K Buy
21
+5
+31% +$206 ﹤0.01% 1518
2019
Q4 		$1K Hold
16
– – ﹤0.01% 1278
2019
Q3 		$1K Hold
16
– – ﹤0.01% 1256
2019
Q2 		$1K Buy
16
+12
+300% +$555 ﹤0.01% 1370
2019
Q1 		$0 Buy
+4
New +$191 ﹤0.01% 1326

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZION Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in ZION in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 492 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 150 Zions Bancorporation shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Zions Bancorporation in Q1 2019 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Zions Bancorporation position peaked at $8K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.