The Family Firm’s Zions Bancorporation ZION Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,314	Closed	-$57K	–	870
2024 Q2	$57K	Buy	+1,314	New	+$55.5K	0.01%	376

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

The Family Firm's ZION Position: Q3 2024 in Review

The Family Firm sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 1,314 shares — an estimated $57K sold.

The Family Firm first reported a position in ZION in Q2 2024 and held it in 1 quarter. The position peaked at $57K in Q2 2024. 470 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

The Family Firm reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,314 Zions Bancorporation shares in Q3 2024, an estimated $57K.
The Family Firm first reported a position in Zions Bancorporation in Q2 2024 and held it in 1 quarter.
The Family Firm's Zions Bancorporation position peaked at $57K in Q2 2024.
470 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.