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V Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

V Wealth 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
2019
Q3 		– Sell
-43,169
Closed -$1.98M – 315
2019
Q2 		$1.98M Sell
43,169
-1,283
-3% -$59.4K 0.75% 30
2019
Q1 		$2.15M Sell
44,452
-620
-1% -$29.6K 0.87% 24
2018
Q4 		$1.95M Sell
45,072
-48
-0.1% -$2.24K 0.99% 22
2018
Q3 		$2.27M Sell
45,120
-73
-0.2% -$3.85K 1.05% 19
2018
Q2 		$2.42M Buy
45,193
+258
+0.6% +$14.2K 1.35% 14
2018
Q1 		$2.31M Sell
44,935
-1,208
-3% -$65K 1.23% 17
2017
Q4 		$2.44M Sell
46,143
-1,178
-2% -$56.4K 1.23% 18
2017
Q3 		$2.22M Buy
47,321
+1,320
+3% +$58.7K 1.13% 23
2017
Q2 		$2.02M Sell
46,001
-644
-1% -$26.5K 0.95% 27
2017
Q1 		$1.97M Buy
46,645
+1,507
+3% +$65.5K 1.21% 22
2016
Q4 		$1.95M Buy
45,138
+2,970
+7% +$109K 1.42% 17
2016
Q3 		$1.31M Buy
+42,168
New +$1.2M 1.06% 34

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

V Wealth Advisors's ZION Position: Q3 2019 in Review

V Wealth Advisors sold out of Zions Bancorporation (ZION) in Q3 2019, closing a stake of 43,169 shares — an estimated $1.98M sold.

V Wealth Advisors first reported a position in ZION in Q3 2016 and held it in 12 quarters. The position peaked at $2.44M in Q4 2017. 441 funds tracked by Wall St. Rank hold ZION as of Q3 2019.

  • V Wealth Advisors reported no remaining Zions Bancorporation position as of Q3 2019 after selling out during the quarter.
  • V Wealth Advisors sold 43,169 Zions Bancorporation shares in Q3 2019, an estimated $1.98M.
  • V Wealth Advisors first reported a position in Zions Bancorporation in Q3 2016 and held it in 12 quarters.
  • V Wealth Advisors's Zions Bancorporation position peaked at $2.44M in Q4 2017.
  • 441 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2019.

Based on V Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.