Reilly Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Reilly 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
2021 Q3	–	Sell	-500	Closed	-$26K	–	1080
2021 Q2	$26K	Hold	500	–	–	﹤0.01%	490
2021 Q1	$27K	Hold	500	–	–	﹤0.01%	484
2020 Q4	$22K	Hold	500	–	–	﹤0.01%	481
2020 Q3	$15K	Hold	500	–	–	﹤0.01%	502
2020 Q2	$17K	Hold	500	–	–	﹤0.01%	485
2020 Q1	$13K	Hold	500	–	–	﹤0.01%	511
2019 Q4	$26K	Hold	500	–	–	﹤0.01%	451
2019 Q3	$22K	Hold	500	–	–	﹤0.01%	490
2019 Q2	$23K	Hold	500	–	–	﹤0.01%	506
2019 Q1	$23K	Hold	500	–	–	﹤0.01%	500
2018 Q4	$20K	Hold	500	–	–	﹤0.01%	496
2018 Q3	$25K	Hold	500	–	–	﹤0.01%	506
2018 Q2	$26K	Hold	500	–	–	﹤0.01%	440
2018 Q1	$26K	Sell	500 -93	-16%	-$5K	﹤0.01%	420
2017 Q4	$30K	Hold	593	–	–	﹤0.01%	416
2017 Q3	$28K	Hold	593	–	–	﹤0.01%	416
2017 Q2	$26K	Hold	593	–	–	﹤0.01%	443
2017 Q1	$25K	Buy	+593	New	+$25.8K	﹤0.01%	436
2015 Q4	–	Sell	-187	Closed	-$5K	–	1407
2015 Q3	$5K	Hold	187	–	–	﹤0.01%	969
2015 Q2	$6K	Hold	187	–	–	﹤0.01%	1026
2015 Q1	$5K	Buy	+187	New	+$4.89K	﹤0.01%	1021

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Reilly Financial Advisors's ZION Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Zions Bancorporation (ZION) in Q3 2021, closing a stake of 500 shares — an estimated $26K sold.

Reilly Financial Advisors first reported a position in ZION in Q1 2015 and held it in 21 quarters. The position peaked at $30K in Q4 2017. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Reilly Financial Advisors reported no remaining Zions Bancorporation position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 500 Zions Bancorporation shares in Q3 2021, an estimated $26K.
Reilly Financial Advisors first reported a position in Zions Bancorporation in Q1 2015 and held it in 21 quarters.
Reilly Financial Advisors's Zions Bancorporation position peaked at $30K in Q4 2017.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.