TCWP’s Zions Bancorporation ZION Stock Holding History

TCWP’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	-66	Closed	-$4K	–	1804
2022 Q1	$4K	Buy	+66	New	+$4.51K	﹤0.01%	1155

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 $3.38T AUM 44.17% 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

TCWP's ZION Position: Q2 2022 in Review

TCWP sold out of Zions Bancorporation (ZION) in Q2 2022, closing a stake of 66 shares — an estimated $4K sold.

TCWP first reported a position in ZION in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 489 funds tracked by Wall St. Rank hold ZION as of Q2 2022.

TCWP reported no remaining Zions Bancorporation position as of Q2 2022 after selling out during the quarter.
TCWP sold 66 Zions Bancorporation shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Zions Bancorporation in Q1 2022 and held it in 1 quarter.
TCWP's Zions Bancorporation position peaked at $4K in Q1 2022.
489 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.