Rational Advisors’s Zions Bancorporation ZION Stock Holding History

Rational 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 Q4	–	Sell	-130	Closed	-$4K	–	619
2020 Q3	$4K	Sell	130 -8	-6%	-$258	﹤0.01%	415
2020 Q2	$5K	Buy	+138	New	+$4.37K	﹤0.01%	430
2020 Q1	–	Sell	-136	Closed	-$7K	–	536
2019 Q4	$7K	Sell	136 -81	-37%	-$3.93K	﹤0.01%	470
2019 Q3	$10K	Buy	217 +84	+63%	+$3.63K	﹤0.01%	499
2019 Q2	$6K	Buy	+133	New	+$6.15K	﹤0.01%	513
2019 Q1	–	Sell	-40	Closed	-$2K	–	576
2018 Q4	$2K	Sell	40 -1,213	-97%	-$56.5K	﹤0.01%	491
2018 Q3	$63K	Buy	1,253 +823	+191%	+$43.5K	0.02%	274
2018 Q2	$23K	Buy	430 +152	+55%	+$8.39K	0.01%	317
2018 Q1	$15K	Buy	+278	New	+$15K	0.01%	349
2017 Q1	–	Sell	-8,300	Closed	-$357K	–	300
2016 Q4	$357K	Buy	+8,300	New	+$306K	0.34%	67

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Rational Advisors's ZION Position: Q4 2020 in Review

Rational Advisors sold out of Zions Bancorporation (ZION) in Q4 2020, closing a stake of 130 shares — an estimated $4K sold.

Rational Advisors first reported a position in ZION in Q4 2016 and held it in 10 quarters. The position peaked at $357K in Q4 2016. 432 funds tracked by Wall St. Rank hold ZION as of Q4 2020.

Rational Advisors reported no remaining Zions Bancorporation position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 130 Zions Bancorporation shares in Q4 2020, an estimated $4K.
Rational Advisors first reported a position in Zions Bancorporation in Q4 2016 and held it in 10 quarters.
Rational Advisors's Zions Bancorporation position peaked at $357K in Q4 2016.
432 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.