WAM
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Wakefield Asset Management’s Zions Bancorporation ZION Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,561
Closed -$341K 214
2019
Q4
$341K Buy
+6,561
New +$341K 0.14% 136
2019
Q2
Sell
-2,971
Closed -$135K 239
2019
Q1
$135K Buy
+2,971
New +$135K 0.05% 155