TrinityPoint Wealth’s Zions Bancorporation ZION Stock Holding History

TrinityPoint 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
2024 Q4	$217K	Sell	3,998 -354	-8%	-$19.4K	0.03%	310
2024 Q3	$206K	Buy	+4,352	New	+$206K	0.03%	315
2024 Q1	–	Sell	-4,906	Closed	-$215K	–	319
2023 Q4	$215K	Sell	4,906 -862	-15%	-$31.1K	0.04%	280
2023 Q3	$201K	Buy	+5,768	New	+$201K	0.04%	276
2023 Q2	–	Sell	-26,731	Closed	-$800K	–	292
2023 Q1	$800K	Sell	26,731 -461	-2%	-$21.1K	0.17%	126
2022 Q4	$1.34M	Sell	27,192 -4,313	-14%	-$216K	0.3%	89
2022 Q3	$1.6M	Buy	31,505 +26	+0.1%	+$1.42K	0.37%	73
2022 Q2	$1.6M	Buy	31,479 +1,225	+4%	+$69.6K	0.35%	72
2022 Q1	$1.98M	Buy	30,254 +248	+0.8%	+$17K	0.36%	69
2021 Q4	$1.9M	Sell	30,006 -281	-0.9%	-$17.9K	0.34%	70
2021 Q3	$1.87M	Sell	30,287 -646	-2%	-$35.5K	0.36%	71
2021 Q2	$1.64M	Buy	30,933 +7,683	+33%	+$430K	0.33%	75
2021 Q1	$1.28M	Buy	+23,250	New	+$1.2M	0.3%	83

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VNIM

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

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

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

TrinityPoint Wealth's ZION Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Zions Bancorporation (ZION) stake by 8.1% in Q4 2024, selling an estimated $19.4K and leaving 3,998 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #310.

TrinityPoint Wealth first reported a position in ZION in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.98M in Q1 2022. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

TrinityPoint Wealth held 3,998 shares of Zions Bancorporation worth $217K as of Q4 2024.
TrinityPoint Wealth sold 354 Zions Bancorporation shares in Q4 2024, an estimated $19.4K.
Zions Bancorporation made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #310 holding.
TrinityPoint Wealth first reported a position in Zions Bancorporation in Q1 2021 and has held it in 13 quarters since.
TrinityPoint Wealth's Zions Bancorporation position peaked at $1.98M in Q1 2022.
472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.