TWI
ZION icon

Thomas White International’s Zions Bancorporation ZION Stock Holding History

Thomas White International’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
2019
Q3 		– Sell
-14,900
Closed -$685K – 261
2019
Q2 		$685K Hold
14,900
– – 0.12% 176
2019
Q1 		$677K Hold
14,900
– – 0.12% 173
2018
Q4 		$607K Hold
14,900
– – 0.12% 172
2018
Q3 		$747K Hold
14,900
– – 0.12% 169
2018
Q2 		$785K Hold
14,900
– – 0.13% 159
2018
Q1 		$786K Hold
14,900
– – 0.13% 157
2017
Q4 		$757K Hold
14,900
– – 0.12% 163
2017
Q3 		$703K Buy
+14,900
New +$663K 0.12% 169

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BlackRock
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return