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Register Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Register Financial 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
2023
Q4 		– Sell
-308
Closed -$10.7K – 629
2023
Q3 		$10.7K Buy
308
+4
+1% +$139 0.01% 402
2023
Q2 		$8.17K Buy
304
+4
+1% +$111 0.01% 421
2023
Q1 		$8.98K Buy
+300
New +$13.7K 0.01% 413

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Register Financial Advisors's ZION Position: Q4 2023 in Review

Register Financial Advisors sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 308 shares — an estimated $10.7K sold.

Register Financial Advisors first reported a position in ZION in Q1 2023 and held it in 3 quarters. The position peaked at $10.7K in Q3 2023. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • Register Financial Advisors reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Register Financial Advisors sold 308 Zions Bancorporation shares in Q4 2023, an estimated $10.7K.
  • Register Financial Advisors first reported a position in Zions Bancorporation in Q1 2023 and held it in 3 quarters.
  • Register Financial Advisors's Zions Bancorporation position peaked at $10.7K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.