Scotia Capital’s Zions Bancorporation ZION Stock Holding History

Scotia Capital’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 Q4	–	Sell	-3,225	Closed	-$200K	–	920
2021 Q3	$200K	Buy	+3,225	New	+$177K	﹤0.01%	798

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Scotia Capital's ZION Position: Q4 2021 in Review

Scotia Capital sold out of Zions Bancorporation (ZION) in Q4 2021, closing a stake of 3,225 shares — an estimated $200K sold.

Scotia Capital first reported a position in ZION in Q3 2021 and held it in 1 quarter. The position peaked at $200K in Q3 2021. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2021.

Scotia Capital reported no remaining Zions Bancorporation position as of Q4 2021 after selling out during the quarter.
Scotia Capital sold 3,225 Zions Bancorporation shares in Q4 2021, an estimated $200K.
Scotia Capital first reported a position in Zions Bancorporation in Q3 2021 and held it in 1 quarter.
Scotia Capital's Zions Bancorporation position peaked at $200K in Q3 2021.
473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2021.

Based on Scotia Capital's 13F filing for Q4 2021, filed 11 Feb 2022.