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Syntax Advisors’s Zions Bancorporation ZION Stock Holding History

Syntax 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 		$492K Sell
14,114
-1,757
-11% -$61.3K 0.43% 15
2023
Q2 		$426K Buy
15,871
+7,436
+88% +$206K 0.34% 42
2023
Q1 		$252K Buy
8,435
+4,116
+95% +$188K 0.19% 147
2022
Q4 		$212K Buy
+4,319
New +$216K 0.18% 178

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Syntax Advisors's ZION Position: Q3 2023 in Review

Syntax Advisors reduced its Zions Bancorporation (ZION) stake by 11% in Q3 2023, selling an estimated $61.3K and leaving 14,114 shares worth $492K. The position accounts for 0.43% of the portfolio, ranked #15.

Syntax Advisors first reported a position in ZION in Q4 2022 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Syntax Advisors held 14,114 shares of Zions Bancorporation worth $492K as of Q3 2023.
  • Syntax Advisors sold 1,757 Zions Bancorporation shares in Q3 2023, an estimated $61.3K.
  • Zions Bancorporation made up 0.43% of Syntax Advisors's portfolio in Q3 2023, its #15 holding.
  • Syntax Advisors first reported a position in Zions Bancorporation in Q4 2022 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.