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Procyon Advisors’s Zions Bancorporation ZION Stock Holding History

Procyon Advisors’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
Q3 		– Sell
-102
Closed -$3K – 1095
2020
Q2 		$3K Buy
102
+27
+36% +$855 ﹤0.01% 892
2020
Q1 		$2K Buy
75
+17
+29% +$700 ﹤0.01% 879
2019
Q4 		$3K Buy
+58
New +$2.81K ﹤0.01% 878

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Procyon Advisors's ZION Position: Q3 2020 in Review

Procyon Advisors sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 102 shares — an estimated $3K sold.

Procyon Advisors first reported a position in ZION in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Procyon Advisors reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 102 Zions Bancorporation shares in Q3 2020, an estimated $3K.
  • Procyon Advisors first reported a position in Zions Bancorporation in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Zions Bancorporation position peaked at $3K in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.