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Regent Peak Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-353
Closed -$15K – 1039
2020
Q4 		$15K Buy
+353
New +$13.1K 0.01% 507

Other funds holding ZION

Vanguard Group
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's ZION Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 353 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in ZION in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 430 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 353 Zions Bancorporation shares in Q1 2021, an estimated $15K.
  • Regent Peak Wealth Advisors first reported a position in Zions Bancorporation in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Zions Bancorporation position peaked at $15K in Q4 2020.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.