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Retirement Group’s Zions Bancorporation ZION Stock Holding History

Retirement Group’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
2024
Q1 		$10.8K Hold
250
– – ﹤0.01% 456
2023
Q4 		$11K Hold
250
– – ﹤0.01% 428
2023
Q3 		$8.72K Buy
+250
New +$8.72K ﹤0.01% 431

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Retirement Group's ZION Position: Q1 2024 in Review

Retirement Group held its Zions Bancorporation (ZION) position steady in Q1 2024 at 250 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Retirement Group first reported a position in ZION in Q3 2023 and has held it in 3 quarters since. The position peaked at $11K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Retirement Group held 250 shares of Zions Bancorporation worth $10.8K as of Q1 2024.
  • Retirement Group left its Zions Bancorporation share count unchanged in Q1 2024.
  • Zions Bancorporation made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #456 holding.
  • Retirement Group first reported a position in Zions Bancorporation in Q3 2023 and has held it in 3 quarters since.
  • Retirement Group's Zions Bancorporation position peaked at $11K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.