SteelPeak Wealth’s Zions Bancorporation ZION Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-7,732	Closed	-$488K	–	495
2021 Q4	$488K	Buy	+7,732	New	+$494K	0.03%	262

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SteelPeak Wealth's ZION Position: Q1 2022 in Review

SteelPeak Wealth sold out of Zions Bancorporation (ZION) in Q1 2022, closing a stake of 7,732 shares — an estimated $488K sold.

SteelPeak Wealth first reported a position in ZION in Q4 2021 and held it in 1 quarter. The position peaked at $488K in Q4 2021. 513 funds tracked by Wall St. Rank hold ZION as of Q1 2022.

SteelPeak Wealth reported no remaining Zions Bancorporation position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 7,732 Zions Bancorporation shares in Q1 2022, an estimated $488K.
SteelPeak Wealth first reported a position in Zions Bancorporation in Q4 2021 and held it in 1 quarter.
SteelPeak Wealth's Zions Bancorporation position peaked at $488K in Q4 2021.
513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.