Ropes Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-674	Closed	-$29K	–	821
2020 Q4	$29K	Buy	674 +74	+12%	+$2.74K	﹤0.01%	443
2020 Q3	$18K	Sell	600 -74	-11%	-$2.38K	﹤0.01%	456
2020 Q2	$23K	Buy	674 +74	+12%	+$2.34K	﹤0.01%	381
2020 Q1	$16K	Hold	600	–	–	﹤0.01%	384
2019 Q4	$31K	Hold	600	–	–	0.01%	376
2019 Q3	$27K	Hold	600	–	–	0.01%	400
2019 Q2	$28K	Hold	600	–	–	0.01%	397
2019 Q1	$27K	Sell	600 -50	-8%	-$2.38K	0.01%	387
2018 Q4	$26K	Sell	650 -200	-24%	-$9.32K	0.01%	357
2018 Q3	$43K	Hold	850	–	–	0.01%	346
2018 Q2	$45K	Hold	850	–	–	0.01%	361
2018 Q1	$45K	Buy	850 +200	+31%	+$10.8K	0.01%	341
2017 Q4	$33K	Hold	650	–	–	0.01%	388
2017 Q3	$31K	Hold	650	–	–	0.01%	370
2017 Q2	$29K	Sell	650 -19	-3%	-$782	0.01%	376
2017 Q1	$28K	Buy	669 +19	+3%	+$825	0.01%	381
2016 Q4	$28K	Hold	650	–	–	0.01%	375
2016 Q3	$20K	Hold	650	–	–	0.01%	364
2016 Q2	$16K	Sell	650 -150	-19%	-$3.98K	0.01%	342
2016 Q1	$19K	Sell	800 -19	-2%	-$437	0.01%	289
2015 Q4	$22K	Buy	819 +19	+2%	+$546	0.01%	303
2015 Q3	$22K	Hold	800	–	–	0.01%	306
2015 Q2	$25K	Hold	800	–	–	0.01%	216
2015 Q1	$22K	Buy	+800	New	+$20.9K	0.01%	227

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ropes Wealth Advisors's ZION Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 674 shares — an estimated $29K sold.

Ropes Wealth Advisors first reported a position in ZION in Q1 2015 and held it in 24 quarters. The position peaked at $45K in Q2 2018. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

Ropes Wealth Advisors reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 674 Zions Bancorporation shares in Q1 2021, an estimated $29K.
Ropes Wealth Advisors first reported a position in Zions Bancorporation in Q1 2015 and held it in 24 quarters.
Ropes Wealth Advisors's Zions Bancorporation position peaked at $45K in Q2 2018.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.