SWA
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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 – – 1014
2022
Q2 		$0 Sell
6
-18
-75% -$1.02K ﹤0.01% 1060
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% 986
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 $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return