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Planning Capital Management Corporation’s Zions Bancorporation ZION Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-47
Closed -$2.04K – 920
2024
Q2 		$2.04K Hold
47
– – ﹤0.01% 534
2024
Q1 		$2.04K Hold
47
– – ﹤0.01% 559
2023
Q4 		$2.06K Buy
+47
New +$1.7K ﹤0.01% 557

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's ZION Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 47 shares — an estimated $2.04K sold.

Planning Capital Management Corporation first reported a position in ZION in Q4 2023 and held it in 3 quarters. The position peaked at $2.06K in Q4 2023. 469 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 47 Zions Bancorporation shares in Q3 2024, an estimated $2.04K.
  • Planning Capital Management Corporation first reported a position in Zions Bancorporation in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Zions Bancorporation position peaked at $2.06K in Q4 2023.
  • 469 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.