WQ
ZION icon

Wealth Quarterback’s Zions Bancorporation ZION Stock Holding History

Wealth Quarterback’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
2021
Q3 		$7K Hold
100
– – ﹤0.01% 545
2021
Q2 		$6K Buy
+100
New +$5.6K ﹤0.01% 597
2020
Q2 		– Sell
-15
Closed -$401 – 817
2020
Q1 		$401 Hold
15
– – ﹤0.01% 903
2019
Q4 		$779 Buy
+15
New +$728 ﹤0.01% 875

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wealth Quarterback's ZION Position: Q3 2021 in Review

Wealth Quarterback held its Zions Bancorporation (ZION) position steady in Q3 2021 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Wealth Quarterback first reported a position in ZION in Q4 2019 and has held it in 4 quarters since. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

  • Wealth Quarterback held 100 shares of Zions Bancorporation worth $7K as of Q3 2021.
  • Wealth Quarterback left its Zions Bancorporation share count unchanged in Q3 2021.
  • Zions Bancorporation made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #545 holding.
  • Wealth Quarterback first reported a position in Zions Bancorporation in Q4 2019 and has held it in 4 quarters since.
  • 443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.