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Simon Quick Advisors’s Zions Bancorporation ZION Stock Holding History

Simon Quick 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
2020
Q3 		– Sell
-834
Closed -$28K – 517
2020
Q2 		$28K Buy
+834
New +$26.4K 0.01% 270

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Simon Quick Advisors's ZION Position: Q3 2020 in Review

Simon Quick Advisors sold out of Zions Bancorporation (ZION) in Q3 2020, closing a stake of 834 shares — an estimated $28K sold.

Simon Quick Advisors first reported a position in ZION in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 406 funds tracked by Wall St. Rank hold ZION as of Q3 2020.

  • Simon Quick Advisors reported no remaining Zions Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 834 Zions Bancorporation shares in Q3 2020, an estimated $28K.
  • Simon Quick Advisors first reported a position in Zions Bancorporation in Q2 2020 and held it in 1 quarter.
  • Simon Quick Advisors's Zions Bancorporation position peaked at $28K in Q2 2020.
  • 406 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.