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Sonora Investment Management’s Zions Bancorporation ZION Stock Holding History

Sonora Investment Management’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
Q3 		$19K Hold
300
– – ﹤0.01% 653
2021
Q2 		$16K Hold
300
– – ﹤0.01% 627
2021
Q1 		$16K Hold
300
– – ﹤0.01% 1074
2020
Q4 		$13K Hold
300
– – ﹤0.01% 1087
2020
Q3 		$9K Hold
300
– – ﹤0.01% 1268
2020
Q2 		$10K Buy
+300
New +$9.5K ﹤0.01% 1115

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sonora Investment Management's ZION Position: Q3 2021 in Review

Sonora Investment Management held its Zions Bancorporation (ZION) position steady in Q3 2021 at 300 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Sonora Investment Management first reported a position in ZION in Q2 2020 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

  • Sonora Investment Management held 300 shares of Zions Bancorporation worth $19K as of Q3 2021.
  • Sonora Investment Management left its Zions Bancorporation share count unchanged in Q3 2021.
  • Zions Bancorporation made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #653 holding.
  • Sonora Investment Management first reported a position in Zions Bancorporation in Q2 2020 and has held it in 6 quarters since.
  • 443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.