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PTC
Private Trust Company’s
Zions Bancorporation
ZION
Stock Holding History
Private Trust Company’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
-104
Closed
-$4.51K
–
2361
2024
Q2
$4.51K
Sell
104
-7
-6%
-$295
﹤0.01%
1967
2024
Q1
$4.82K
Hold
111
–
–
﹤0.01%
1934
2023
Q4
$4.87K
Hold
111
–
–
﹤0.01%
1931
2023
Q3
$3.87K
Hold
111
–
–
﹤0.01%
1955
2023
Q2
$2.98K
Sell
111
-414
-79%
-$11.5K
﹤0.01%
2023
2023
Q1
$15.7K
Buy
525
+350
+200%
+$16K
﹤0.01%
1426
2022
Q4
$9K
Hold
175
–
–
﹤0.01%
1611
2022
Q3
$9K
Sell
175
-398
-69%
-$21.8K
﹤0.01%
1507
2022
Q2
$29K
Buy
+573
New
+$32.6K
﹤0.01%
1113
2014
Q4
–
Sell
-650
Closed
-$19K
–
1218
2014
Q3
$19K
Sell
650
-1,809
-74%
-$52.5K
0.01%
878
2014
Q2
$72K
Sell
2,459
-226
-8%
-$6.64K
0.02%
467
2014
Q1
$83K
Buy
2,685
+455
+20%
+$13.8K
0.03%
382
2013
Q4
$67K
Sell
2,230
-333
-13%
-$9.59K
0.03%
401
2013
Q3
$70K
Sell
2,563
-37
-1%
-$1.08K
0.03%
366
2013
Q2
$75K
Buy
+2,600
New
+$68K
0.03%
332
Other funds holding ZION
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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