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Strategic Financial Concepts’s Zions Bancorporation ZION Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-44,060
Closed -$849 – 761
2024
Q2 		$849 Buy
+44,060
New +$1.86M ﹤0.01% 620

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Financial Concepts's ZION Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 44,060 shares — an estimated $849 sold.

Strategic Financial Concepts first reported a position in ZION in Q2 2024 and held it in 1 quarter. The position peaked at $849 in Q2 2024. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 44,060 Zions Bancorporation shares in Q3 2024, an estimated $849.
  • Strategic Financial Concepts first reported a position in Zions Bancorporation in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Zions Bancorporation position peaked at $849 in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.