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SOA Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

SOA 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
2022
Q3 		– Sell
-6
Closed – – 1012
2022
Q2 		$0 Sell
6
-18
-75% -$1.02K ﹤0.01% 1057
2022
Q1 		$1K Hold
24
– – ﹤0.01% 880
2021
Q4 		$1K Hold
24
– – ﹤0.01% 854
2021
Q3 		$1K Buy
24
+19
+380% +$1.04K ﹤0.01% 877
2021
Q2 		$0 Sell
5
-173
-97% -$9.69K ﹤0.01% 983
2021
Q1 		$9K Buy
178
+54
+44% +$2.78K ﹤0.01% 534
2020
Q4 		$6K Buy
+124
New +$4.58K ﹤0.01% 596

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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

SOA Wealth Advisors's ZION Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Zions Bancorporation (ZION) in Q3 2022, closing a stake of 6 shares.

SOA Wealth Advisors first reported a position in ZION in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q1 2021. 490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • SOA Wealth Advisors reported no remaining Zions Bancorporation position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 6 Zions Bancorporation shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in Zions Bancorporation in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Zions Bancorporation position peaked at $9K in Q1 2021.
  • 490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.