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TD Ameritrade Investment Management’s Zions Bancorporation ZION Stock Holding History

TD Ameritrade Investment Management’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
Q1 		– Sell
-340
Closed -$17K – 622
2022
Q4 		$17K Buy
340
+256
+305% +$12.8K ﹤0.01% 341
2022
Q3 		$4K Sell
84
-545
-87% -$29.8K ﹤0.01% 455
2022
Q2 		$32K Sell
629
-224
-26% -$12.7K ﹤0.01% 339
2022
Q1 		$56K Buy
853
+38
+5% +$2.6K ﹤0.01% 339
2021
Q4 		$51K Buy
815
+89
+12% +$5.68K ﹤0.01% 348
2021
Q3 		$21K Sell
726
-206
-22% -$11.3K ﹤0.01% 390
2021
Q2 		$49K Buy
932
+19
+2% +$1.06K ﹤0.01% 343
2021
Q1 		$40K Hold
913
– – ﹤0.01% 353
2020
Q4 		$40K Buy
913
+187
+26% +$6.92K ﹤0.01% 353
2020
Q3 		$21K Sell
726
-457
-39% -$14.7K ﹤0.01% 390
2020
Q2 		$40K Buy
1,183
+99
+9% +$3.13K ﹤0.01% 336
2020
Q1 		$29K Buy
1,084
+293
+37% +$12.1K ﹤0.01% 340
2019
Q4 		$41K Buy
791
+23
+3% +$1.12K ﹤0.01% 330
2019
Q3 		$34K Sell
768
-168
-18% -$7.26K ﹤0.01% 335
2019
Q2 		$43K Buy
936
+91
+11% +$4.21K ﹤0.01% 275
2019
Q1 		$38K Buy
845
+294
+53% +$14K ﹤0.01% 265
2018
Q4 		$22K Buy
551
+438
+388% +$20.4K ﹤0.01% 295
2018
Q3 		$6K Buy
+113
New +$5.97K ﹤0.01% 385

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

TD Ameritrade Investment Management's ZION Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 340 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in ZION in Q3 2018 and held it in 18 quarters. The position peaked at $56K in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • TD Ameritrade Investment Management reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 340 Zions Bancorporation shares in Q1 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in Zions Bancorporation in Q3 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Zions Bancorporation position peaked at $56K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.