WT
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Washington Trust’s Zions Bancorporation ZION Stock Holding History

Washington Trust’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
Q4 		– Sell
-30
Closed -$1.05K – 965
2023
Q3 		$1.05K Sell
30
-8
-21% -$279 ﹤0.01% 846
2023
Q2 		$1.02K Buy
38
+2
+6% +$55 ﹤0.01% 861
2023
Q1 		$1.08K Sell
36
-1
-3% -$46 ﹤0.01% 890
2022
Q4 		$1.82K Buy
37
+4
+12% +$200 ﹤0.01% 824
2022
Q3 		$2K Buy
33
+5
+18% +$273 ﹤0.01% 819
2022
Q2 		$1K Hold
28
– – ﹤0.01% 916
2022
Q1 		$2K Buy
28
+2
+8% +$137 ﹤0.01% 858
2021
Q4 		$2K Sell
26
-2
-7% -$128 ﹤0.01% 866
2021
Q3 		$2K Hold
28
– – ﹤0.01% 987
2021
Q2 		$1K Hold
28
– – ﹤0.01% 1035
2021
Q1 		$2K Sell
28
-2
-7% -$103 ﹤0.01% 929
2020
Q4 		$1K Sell
30
-1
-3% -$37 ﹤0.01% 976
2020
Q3 		$1K Sell
31
-15
-33% -$483 ﹤0.01% 965
2020
Q2 		$2K Sell
46
-12
-21% -$380 ﹤0.01% 793
2020
Q1 		$2K Buy
+58
New +$2.39K ﹤0.01% 858
2018
Q3 		– Sell
-34
Closed -$2K – 839
2018
Q2 		$2K Buy
+34
New +$1.88K ﹤0.01% 831

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust's ZION Position: Q4 2023 in Review

Washington Trust sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 30 shares — an estimated $1.05K sold.

Washington Trust first reported a position in ZION in Q2 2018 and held it in 16 quarters. The position peaked at $2K in Q3 2022. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

  • Washington Trust reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 30 Zions Bancorporation shares in Q4 2023, an estimated $1.05K.
  • Washington Trust first reported a position in Zions Bancorporation in Q2 2018 and held it in 16 quarters.
  • Washington Trust's Zions Bancorporation position peaked at $2K in Q3 2022.
  • 471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.