Tarbox Family Office’s Zions Bancorporation ZION Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-125	Closed	-$8K	–	1010
2022 Q1	$8K	Hold	125	–	–	﹤0.01%	423
2021 Q4	$8K	Hold	125	–	–	﹤0.01%	505
2021 Q3	$8K	Hold	125	–	–	﹤0.01%	539
2021 Q2	$7K	Hold	125	–	–	﹤0.01%	568
2021 Q1	$7K	Hold	125	–	–	﹤0.01%	490
2020 Q4	$5K	Hold	125	–	–	﹤0.01%	552
2020 Q3	$4K	Hold	125	–	–	﹤0.01%	568
2020 Q2	$4K	Sell	125 -189	-60%	-$5.98K	﹤0.01%	571
2020 Q1	$8K	Buy	314 +179	+133%	+$7.37K	﹤0.01%	364
2019 Q4	$7K	Hold	135	–	–	﹤0.01%	445
2019 Q3	$6K	Hold	135	–	–	﹤0.01%	443
2019 Q2	$6K	Buy	135 +66	+96%	+$3.05K	﹤0.01%	424
2019 Q1	$3K	Hold	69	–	–	﹤0.01%	476
2018 Q4	$3K	Buy	69 +10	+17%	+$466	﹤0.01%	457
2018 Q3	$3K	Hold	59	–	–	﹤0.01%	478
2018 Q2	$3K	Sell	59 -2	-3%	-$110	﹤0.01%	466
2018 Q1	$3K	Hold	61	–	–	﹤0.01%	477
2017 Q4	$3K	Hold	61	–	–	﹤0.01%	463
2017 Q3	$3K	Hold	61	–	–	﹤0.01%	460
2017 Q2	$3K	Hold	61	–	–	﹤0.01%	447
2017 Q1	$3K	Hold	61	–	–	﹤0.01%	448
2016 Q4	$3K	Sell	61 -13	-18%	-$479	﹤0.01%	411
2016 Q3	$2K	Hold	74	–	–	﹤0.01%	463
2016 Q2	$2K	Sell	74 -5	-6%	-$133	﹤0.01%	453
2016 Q1	$2K	Buy	+79	New	+$1.82K	﹤0.01%	463
2014 Q4	–	Sell	-12	Closed	–	–	588
2014 Q3	$0	Buy	+12	New	+$348	﹤0.01%	580
2014 Q2	–	Sell	-5,020	Closed	-$159K	–	543
2014 Q1	$159K	Sell	5,020 -1,007	-17%	-$30.6K	0.14%	59
2013 Q4	$181K	Buy	+6,027	New	+$173K	0.15%	57

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tarbox Family Office's ZION Position: Q2 2022 in Review

Tarbox Family Office sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 125 shares — an estimated $8K sold.

Tarbox Family Office first reported a position in ZION in Q4 2013 and held it in 28 quarters. The position peaked at $181K in Q4 2013. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

Tarbox Family Office reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 125 Zions Bancorporation shares in Q2 2022, an estimated $8K.
Tarbox Family Office first reported a position in Zions Bancorporation in Q4 2013 and held it in 28 quarters.
Tarbox Family Office's Zions Bancorporation position peaked at $181K in Q4 2013.
489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.