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Sunbelt Securities’s Zions Bancorporation ZION Stock Holding History

Sunbelt Securities’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
2020
Q1 		– Sell
-8,320
Closed -$432K – 674
2019
Q4 		$432K Hold
8,320
– – 0.05% 349
2019
Q3 		$370K Buy
+8,320
New +$360K 0.04% 368

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's ZION Position: Q1 2020 in Review

Sunbelt Securities sold out of Zions Bancorporation (ZION) in Q1 2020, closing a stake of 8,320 shares — an estimated $432K sold.

Sunbelt Securities first reported a position in ZION in Q3 2019 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 419 funds tracked by Wall St. Rank hold ZION as of Q1 2020.

  • Sunbelt Securities reported no remaining Zions Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 8,320 Zions Bancorporation shares in Q1 2020, an estimated $432K.
  • Sunbelt Securities first reported a position in Zions Bancorporation in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Zions Bancorporation position peaked at $432K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.