tru Independence’s Zions Bancorporation ZION Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-31	Closed	-$1	–	729
2020 Q4	$1	Buy	+31	New	+$1.15K	﹤0.01%	753

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

tru Independence's ZION Position: Q1 2021 in Review

tru Independence sold out of Zions Bancorporation (ZION) in Q1 2021, closing a stake of 31 shares — an estimated $1 sold.

tru Independence first reported a position in ZION in Q4 2020 and held it in 1 quarter. The position peaked at $1 in Q4 2020. 430 funds tracked by Wall St. Rank hold ZION as of Q1 2021.

tru Independence reported no remaining Zions Bancorporation position as of Q1 2021 after selling out during the quarter.
tru Independence sold 31 Zions Bancorporation shares in Q1 2021, an estimated $1.
tru Independence first reported a position in Zions Bancorporation in Q4 2020 and held it in 1 quarter.
tru Independence's Zions Bancorporation position peaked at $1 in Q4 2020.
430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.