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Personal Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Personal Wealth Partners’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
-5
Closed – – 649
2019
Q4 		$0 Hold
5
– – ﹤0.01% 703
2019
Q3 		$0 Buy
+5
New +$216 ﹤0.01% 710

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's ZION Position: Q1 2020 in Review

Personal Wealth Partners sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in ZION in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 418 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Personal Wealth Partners reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Zions Bancorporation shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Zions Bancorporation in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Zions Bancorporation position peaked at $0 in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.