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Price Wealth’s Zions Bancorporation ZION Stock Holding History

Price Wealth’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
Q2 		– Sell
-30
Closed -$1K – 581
2020
Q1 		$1K Buy
+30
New +$1.24K ﹤0.01% 394
2018
Q3 		– Sell
-76
Closed -$4K – 448
2018
Q2 		$4K Buy
76
+38
+100% +$2.1K ﹤0.01% 397
2018
Q1 		$2K Sell
38
-38
-50% -$2.04K ﹤0.01% 316
2017
Q4 		$3K Buy
+76
New +$3.64K ﹤0.01% 291

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Price Wealth's ZION Position: Q2 2020 in Review

Price Wealth sold out of Zions Bancorporation (ZION) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Price Wealth first reported a position in ZION in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 409 funds tracked by Wall St. Rank hold ZION as of Q2 2020.

  • Price Wealth reported no remaining Zions Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 30 Zions Bancorporation shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in Zions Bancorporation in Q4 2017 and held it in 4 quarters.
  • Price Wealth's Zions Bancorporation position peaked at $4K in Q2 2018.
  • 409 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.