SS
ZION icon

Simplicity Solutions’s Zions Bancorporation ZION Stock Holding History

Simplicity Solutions’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
-6,941
Closed -$301K – 1012
2020
Q4 		$301K Buy
+6,941
New +$257K ﹤0.01% 781
2020
Q3 		– Sell
-6,207
Closed -$211K – 962
2020
Q2 		$211K Buy
+6,207
New +$197K ﹤0.01% 817
2020
Q1 		– Sell
-6,557
Closed -$340K – 908
2019
Q4 		$340K Buy
+6,557
New +$318K 0.01% 635
2019
Q2 		– Sell
-21,300
Closed -$967K – 897
2019
Q1 		$967K Buy
21,300
+14,111
+196% +$673K 0.06% 258
2018
Q4 		$293K Sell
7,189
-7,836
-52% -$365K 0.04% 452
2018
Q3 		$754K Sell
15,025
-76
-0.5% -$4.01K 0.04% 200
2018
Q2 		$796K Buy
15,101
+8,212
+119% +$453K 0.06% 185
2018
Q1 		$363K Buy
6,889
+956
+16% +$51.4K 0.03% 251
2017
Q4 		$302K Buy
+5,933
New +$284K 0.03% 294
2017
Q3 		– Sell
-5,977
Closed -$262K – 398
2017
Q2 		$262K Sell
5,977
-1,818
-23% -$74.9K 0.03% 346
2017
Q1 		$327K Buy
7,795
+1,865
+31% +$81K 0.05% 282
2016
Q4 		$255K Buy
+5,930
New +$218K 0.06% 284

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's ZION Position: Q1 2021 in Review

Simplicity Solutions sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 6,941 shares — an estimated $301K sold.

Simplicity Solutions first reported a position in ZION in Q4 2016 and held it in 12 quarters. The position peaked at $967K in Q1 2019. 431 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

  • Simplicity Solutions reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 6,941 Zions Bancorporation shares in Q1 2021, an estimated $301K.
  • Simplicity Solutions first reported a position in Zions Bancorporation in Q4 2016 and held it in 12 quarters.
  • Simplicity Solutions's Zions Bancorporation position peaked at $967K in Q1 2019.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.