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Private Advisor Group’s Zions Bancorporation ZION Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-8,174
Closed -$359K – 2425
2023
Q4 		$359K Buy
+8,174
New +$295K ﹤0.01% 1675
2022
Q2 		– Sell
-4,069
Closed -$267K – 2267
2022
Q1 		$267K Buy
+4,069
New +$278K ﹤0.01% 1739
2020
Q3 		– Sell
-3,377
Closed -$115K – 3473
2020
Q2 		$115K Buy
+3,377
New +$107K ﹤0.01% 1630
2019
Q4 		– Sell
-16,007
Closed -$783K – 1747
2019
Q3 		$783K Buy
16,007
+9,793
+158% +$423K 0.01% 891
2019
Q2 		$286K Buy
6,214
+269
+5% +$12.4K 0.01% 1309
2019
Q1 		$271K Buy
+5,945
New +$284K 0.01% 1244

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Private Advisor Group's ZION Position: Q1 2024 in Review

Private Advisor Group sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 8,174 shares — an estimated $359K sold.

Private Advisor Group first reported a position in ZION in Q1 2019 and held it in 6 quarters. The position peaked at $783K in Q3 2019. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Private Advisor Group reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Private Advisor Group sold 8,174 Zions Bancorporation shares in Q1 2024, an estimated $359K.
  • Private Advisor Group first reported a position in Zions Bancorporation in Q1 2019 and held it in 6 quarters.
  • Private Advisor Group's Zions Bancorporation position peaked at $783K in Q3 2019.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Private Advisor Group's 13F filing for Q1 2024, filed 30 Apr 2024.