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Retirement Planning Company of New England’s Zions Bancorporation ZION Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-850
Closed -$53K – 925
2021
Q4 		$53K Buy
+850
New +$54.3K 0.03% 396

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Retirement Planning Company of New England's ZION Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 850 shares — an estimated $53K sold.

Retirement Planning Company of New England first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 850 Zions Bancorporation shares in Q1 2022, an estimated $53K.
  • Retirement Planning Company of New England first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Zions Bancorporation position peaked at $53K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.