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Texas Capital Bank Wealth Management Services’s Zions Bancorporation ZION Stock Holding History

Texas Capital Bank Wealth Management Services’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 		– Sell
-10,000
Closed -$269K – 248
2023
Q2 		$269K Buy
+10,000
New +$277K 0.03% 175

Other funds holding ZION

Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's ZION Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 10,000 shares — an estimated $269K sold.

Texas Capital Bank Wealth Management Services first reported a position in ZION in Q2 2023 and held it in 1 quarter. The position peaked at $269K in Q2 2023. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 10,000 Zions Bancorporation shares in Q3 2023, an estimated $269K.
  • Texas Capital Bank Wealth Management Services first reported a position in Zions Bancorporation in Q2 2023 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Zions Bancorporation position peaked at $269K in Q2 2023.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.