SPIA
ZIONL

Steward Partners Investment Advisory’s Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 ZIONL Stock Holding History

Steward Partners Investment Advisory’s Portfolio ZIONL Stock Details ZIONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,100
Closed -$31K – 3374
2021
Q2 		$31K Buy
+1,100
New +$30.7K ﹤0.01% 4144

Other funds holding ZIONL

SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

Steward Partners Investment Advisory's ZIONL Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 (ZIONL) in Q3 2021, closing a stake of 1,100 shares — an estimated $31K sold.

Steward Partners Investment Advisory first reported a position in ZIONL in Q2 2021 and held it in 1 quarter. The position peaked at $31K in Q2 2021. 1 fund tracked by Wall St. Rank holds ZIONL as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,100 Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 shares in Q3 2021, an estimated $31K.
  • Steward Partners Investment Advisory first reported a position in Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 position peaked at $31K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Zions Bancorporation, N.A. 6.95% Fixed-to-Floating Rate Subordinated Notes due September 15, 2028 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.