Pictet Asset Management (Switzerland)’s Zions Bancorporation ZION Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$719K	Sell	26,785 -580	-2%	-$16.1K	﹤0.01%	1083
2023 Q1	$819K	Buy	27,365 +995	+4%	+$45.5K	﹤0.01%	1046
2022 Q4	$1.3M	Buy	26,370 +3,635	+16%	+$182K	﹤0.01%	975
2022 Q3	$1.16M	Sell	22,735 -1,696	-7%	-$92.7K	﹤0.01%	989
2022 Q2	$1.24M	Hold	24,431	–	–	﹤0.01%	1015
2022 Q1	$1.6M	Buy	24,431 +1,456	+6%	+$99.6K	﹤0.01%	993
2021 Q4	$1.45M	Buy	22,975 +109	+0.5%	+$6.96K	﹤0.01%	1032
2021 Q3	$1.42M	Buy	+22,866	New	+$1.26M	﹤0.01%	1036

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

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

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s ZION Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Zions Bancorporation (ZION) stake by 2.1% in Q2 2023, selling an estimated $16.1K and leaving 26,785 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Pictet Asset Management (Switzerland) first reported a position in ZION in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

Pictet Asset Management (Switzerland) held 26,785 shares of Zions Bancorporation worth $719K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 580 Zions Bancorporation shares in Q2 2023, an estimated $16.1K.
Zions Bancorporation made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1083 holding.
Pictet Asset Management (Switzerland) first reported a position in Zions Bancorporation in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Zions Bancorporation position peaked at $1.6M in Q1 2022.
422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.