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Vantage Consulting Group’s Zions Bancorporation ZION Stock Holding History

Vantage Consulting Group’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
Q1 		– Sell
-12,027
Closed -$528K – 224
2023
Q4 		$528K Sell
12,027
-2,087
-15% -$75.4K 0.35% 18
2023
Q3 		$492K Sell
14,114
-1,757
-11% -$61.3K 0.33% 19
2023
Q2 		$426K Buy
15,871
+7,436
+88% +$206K 0.25% 47
2023
Q1 		$252K Buy
8,435
+4,116
+95% +$188K 0.14% 150
2022
Q4 		$212K Buy
+4,319
New +$216K 0.13% 181
2021
Q4 		– Sell
-3,592
Closed -$222K – 239
2021
Q3 		$222K Buy
+3,592
New +$197K 0.05% 176
2021
Q1 		– Sell
-2,272
Closed -$99K – 1623
2020
Q4 		$99K Buy
+2,272
New +$84K 0.01% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Vantage Consulting Group's ZION Position: Q1 2024 in Review

Vantage Consulting Group sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 12,027 shares — an estimated $528K sold.

Vantage Consulting Group first reported a position in ZION in Q4 2020 and held it in 7 quarters. The position peaked at $528K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Vantage Consulting Group reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 12,027 Zions Bancorporation shares in Q1 2024, an estimated $528K.
  • Vantage Consulting Group first reported a position in Zions Bancorporation in Q4 2020 and held it in 7 quarters.
  • Vantage Consulting Group's Zions Bancorporation position peaked at $528K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Vantage Consulting Group's 13F filing for Q1 2024, filed 15 May 2024.