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Riverview Trust Company’s Zions Bancorporation ZION Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-249
Closed -$13K – 881
2022
Q3 		$13K Buy
+249
New +$13.6K 0.01% 551

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Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Riverview Trust Company's ZION Position: Q4 2022 in Review

Riverview Trust Company sold out of Zions Bancorporation (ZION) in Q4 2022, closing a stake of 249 shares — an estimated $13K sold.

Riverview Trust Company first reported a position in ZION in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 493 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

  • Riverview Trust Company reported no remaining Zions Bancorporation position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 249 Zions Bancorporation shares in Q4 2022, an estimated $13K.
  • Riverview Trust Company first reported a position in Zions Bancorporation in Q3 2022 and held it in 1 quarter.
  • Riverview Trust Company's Zions Bancorporation position peaked at $13K in Q3 2022.
  • 493 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.