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Squar Milner Financial Services’s Zions Bancorporation ZION Stock Holding History

Squar Milner 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
2019
Q2 		– Sell
-89
Closed -$4K – 901
2019
Q1 		$4K Buy
+89
New +$4.25K ﹤0.01% 709

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Squar Milner Financial Services's ZION Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 89 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in ZION in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 502 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 89 Zions Bancorporation shares in Q2 2019, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Zions Bancorporation in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Zions Bancorporation position peaked at $4K in Q1 2019.
  • 502 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.