Sowell Financial Services’s Zions Bancorporation ZION Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-10,872	Closed	-$643K	–	2806
2021 Q1	$643K	Sell	10,872 -638	-6%	-$32.9K	0.02%	550
2020 Q4	$500K	Buy	11,510 +2,267	+25%	+$83.8K	0.02%	528
2020 Q3	$270K	Buy	9,243 +183	+2%	+$5.9K	0.01%	648
2020 Q2	$308K	Buy	9,060 +1,790	+25%	+$56.7K	0.02%	587
2020 Q1	$195K	Buy	7,270 +1,989	+38%	+$81.9K	0.01%	655
2019 Q4	$274K	Buy	5,281 +5,153	+4,026%	+$250K	0.02%	612
2019 Q3	$6K	Buy	+128	New	+$5.53K	﹤0.01%	1724

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Sowell Financial Services's ZION Position: Q2 2021 in Review

Sowell Financial Services sold out of Zions Bancorporation (ZION) in Q2 2021, closing a stake of 10,872 shares — an estimated $643K sold.

Sowell Financial Services first reported a position in ZION in Q3 2019 and held it in 7 quarters. The position peaked at $643K in Q1 2021. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2021.

Sowell Financial Services reported no remaining Zions Bancorporation position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 10,872 Zions Bancorporation shares in Q2 2021, an estimated $643K.
Sowell Financial Services first reported a position in Zions Bancorporation in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Zions Bancorporation position peaked at $643K in Q1 2021.
430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.