WTA
ZION icon

Washington Trust Advisors’s Zions Bancorporation ZION Stock Holding History

Washington Trust 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
2023
Q1 		– Sell
-61
Closed -$3K – 804
2022
Q4 		$3K Hold
61
– – ﹤0.01% 683
2022
Q3 		$3K Buy
61
+5
+9% +$273 ﹤0.01% 829
2022
Q2 		$3K Hold
56
– – ﹤0.01% 849
2022
Q1 		$4K Hold
56
– – ﹤0.01% 872
2021
Q4 		$4K Buy
+56
New +$3.58K ﹤0.01% 901

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Advisors's ZION Position: Q1 2023 in Review

Washington Trust Advisors sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 61 shares — an estimated $3K sold.

Washington Trust Advisors first reported a position in ZION in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

  • Washington Trust Advisors reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 61 Zions Bancorporation shares in Q1 2023, an estimated $3K.
  • Washington Trust Advisors first reported a position in Zions Bancorporation in Q4 2021 and held it in 5 quarters.
  • Washington Trust Advisors's Zions Bancorporation position peaked at $4K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Washington Trust Advisors's 13F filing for Q1 2023, filed 4 May 2023.