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WT
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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