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TFO Wealth Partners’s Zions Bancorporation ZION Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$174 – 774
2024
Q1 		$174 Hold
4
– – ﹤0.01% 524
2023
Q4 		$175 Hold
4
– – ﹤0.01% 678
2023
Q3 		$107 Hold
4
– – ﹤0.01% 963
2023
Q2 		$107 Hold
4
– – ﹤0.01% 651
2023
Q1 		$120 Buy
4
+3
+300% +$137 ﹤0.01% 608
2022
Q4 		$27 Buy
+1
New +$50 ﹤0.01% 901

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's ZION Position: Q2 2024 in Review

TFO Wealth Partners sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 4 shares — an estimated $174 sold.

TFO Wealth Partners first reported a position in ZION in Q4 2022 and held it in 6 quarters. The position peaked at $175 in Q4 2023. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • TFO Wealth Partners reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Zions Bancorporation shares in Q2 2024, an estimated $174.
  • TFO Wealth Partners first reported a position in Zions Bancorporation in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Zions Bancorporation position peaked at $175 in Q4 2023.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.