Sutton Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$11.2K	Buy	320 +36	+13%	+$1.25K	0.01%	449
2023 Q2	$7.63K	Buy	284 +89	+46%	+$2.47K	﹤0.01%	503
2023 Q1	$5.84K	Sell	195 -2	-1%	-$92	﹤0.01%	498
2022 Q4	$9.69K	Sell	197 -26	-12%	-$1.3K	﹤0.01%	956
2022 Q3	$11.3K	Sell	223 -2	-0.9%	-$109	﹤0.01%	855
2022 Q2	$11.5K	Buy	225 +16	+8%	+$909	﹤0.01%	862
2022 Q1	$13.7K	Hold	209	–	–	﹤0.01%	845
2021 Q4	$13.2K	Sell	209 -9	-4%	-$575	﹤0.01%	843
2021 Q3	$13.5K	Hold	218	–	–	0.01%	813
2021 Q2	$11.5K	Hold	218	–	–	﹤0.01%	869
2021 Q1	$12K	Hold	218	–	–	﹤0.01%	825
2020 Q4	$9.47K	Buy	218 +118	+118%	+$4.36K	﹤0.01%	828
2020 Q3	$2.92K	Hold	100	–	–	﹤0.01%	1028
2020 Q2	$3.4K	Hold	100	–	–	﹤0.01%	989
2020 Q1	$2.68K	Buy	100 +13	+15%	+$535	﹤0.01%	987
2019 Q4	$4.52K	Hold	87	–	–	﹤0.01%	960
2019 Q3	$3.87K	Hold	87	–	–	﹤0.01%	975
2019 Q2	$4K	Hold	87	–	–	﹤0.01%	966
2019 Q1	$3.95K	Hold	87	–	–	﹤0.01%	973
2018 Q4	$3.54K	Hold	87	–	–	﹤0.01%	931
2018 Q3	$4.36K	Hold	87	–	–	﹤0.01%	919
2018 Q2	$4.58K	Hold	87	–	–	﹤0.01%	929
2018 Q1	$4.59K	Hold	87	–	–	﹤0.01%	927
2017 Q4	$4.42K	Hold	87	–	–	﹤0.01%	904
2017 Q3	$4.11K	Hold	87	–	–	﹤0.01%	894
2017 Q2	$3.82K	Hold	87	–	–	﹤0.01%	911
2017 Q1	$3.65K	Hold	87	–	–	﹤0.01%	882
2016 Q4	$3.74K	Hold	87	–	–	﹤0.01%	875
2016 Q3	$2.7K	Hold	87	–	–	﹤0.01%	898
2016 Q2	$2.19K	Hold	87	–	–	﹤0.01%	877
2016 Q1	$2.11K	Buy	+87	New	+$2K	﹤0.01%	871

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sutton Wealth Advisors's ZION Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Zions Bancorporation (ZION) stake by 13% in Q3 2023, buying an estimated $1.25K and bringing the position to 320 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #449.

Sutton Wealth Advisors first reported a position in ZION in Q1 2016 and has held it in 31 quarters since. The position peaked at $13.7K in Q1 2022. 427 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

Sutton Wealth Advisors held 320 shares of Zions Bancorporation worth $11.2K as of Q3 2023.
Sutton Wealth Advisors bought 36 Zions Bancorporation shares in Q3 2023, an estimated $1.25K.
Zions Bancorporation made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #449 holding.
Sutton Wealth Advisors first reported a position in Zions Bancorporation in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Zions Bancorporation position peaked at $13.7K in Q1 2022.
427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.