Towerpoint Wealth’s Zions Bancorporation ZION Stock Holding History

Towerpoint Wealth’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	-51,642	Closed	-$51.6K	–	90
2022 Q4	$51.6K	Hold	51,642	–	–	0.03%	83
2022 Q3	$52K	Hold	51,642	–	–	0.03%	82
2022 Q2	$52K	Hold	51,642	–	–	0.03%	86
2022 Q1	$52K	Hold	51,642	–	–	0.03%	89
2021 Q4	$52K	Hold	51,642	–	–	0.02%	83
2021 Q3	$52K	Buy	51,642 +928	+2%	+$51K	0.03%	78
2021 Q2	$51K	Hold	50,714	–	–	0.03%	78
2021 Q1	$51K	Buy	50,714 +17,814	+54%	+$917K	0.02%	75
2020 Q4	$33K	Hold	32,900	–	–	0.02%	74
2020 Q3	$33K	Sell	32,900 -17,107	-34%	-$551K	0.02%	66
2020 Q2	$50K	Buy	50,007 +7	+0%	+$222	0.03%	63
2020 Q1	$50K	Hold	50,000	–	–	0.04%	56
2019 Q4	$50K	Hold	50,000	–	–	0.03%	57
2019 Q3	$50K	Hold	50,000	–	–	0.03%	66
2019 Q2	$50K	Buy	+50,000	New	+$2.31M	0.04%	53

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Towerpoint Wealth's ZION Position: Q1 2023 in Review

Towerpoint Wealth sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 51,642 shares — an estimated $51.6K sold.

Towerpoint Wealth first reported a position in ZION in Q2 2019 and held it in 15 quarters. The position peaked at $52K in Q3 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Towerpoint Wealth reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Towerpoint Wealth sold 51,642 Zions Bancorporation shares in Q1 2023, an estimated $51.6K.
Towerpoint Wealth first reported a position in Zions Bancorporation in Q2 2019 and held it in 15 quarters.
Towerpoint Wealth's Zions Bancorporation position peaked at $52K in Q3 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Towerpoint Wealth's 13F filing for Q1 2023, filed 15 May 2023.