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Trifecta Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Trifecta Capital Advisors’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
Q4 		– Sell
-17
Closed -$803 – 424
2024
Q3 		$803 Sell
17
-9
-35% -$426 ﹤0.01% 391
2024
Q2 		$1.13K Sell
26
-6
-19% -$253 ﹤0.01% 369
2024
Q1 		$1.39K Hold
32
– – ﹤0.01% 343
2023
Q4 		$1.4K Hold
32
– – ﹤0.01% 363
2023
Q3 		$1.12K Hold
32
– – ﹤0.01% 363
2023
Q2 		$860 Buy
+32
New +$888 ﹤0.01% 383

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trifecta Capital Advisors's ZION Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 17 shares — an estimated $803 sold.

Trifecta Capital Advisors first reported a position in ZION in Q2 2023 and held it in 6 quarters. The position peaked at $1.4K in Q4 2023. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 17 Zions Bancorporation shares in Q4 2024, an estimated $803.
  • Trifecta Capital Advisors first reported a position in Zions Bancorporation in Q2 2023 and held it in 6 quarters.
  • Trifecta Capital Advisors's Zions Bancorporation position peaked at $1.4K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.