Wealthfront Advisers
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Wealthfront Advisers’s Zions Bancorporation ZION Stock Holding History

Wealthfront Advisers’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
Q2 		– Sell
-8,588
Closed -$257K – 843
2023
Q1 		$257K Sell
8,588
-84,614
-91% -$3.87M ﹤0.01% 772
2022
Q4 		$4.58M Sell
93,202
-5,431
-6% -$272K 0.02% 218
2022
Q3 		$5.02M Sell
98,633
-2,161
-2% -$118K 0.03% 171
2022
Q2 		$5.13M Sell
100,794
-3,874
-4% -$220K 0.03% 180
2022
Q1 		$6.86M Sell
104,668
-3,078
-3% -$211K 0.03% 158
2021
Q4 		$6.8M Sell
107,746
-2,512
-2% -$160K 0.03% 145
2021
Q3 		$6.82M Sell
110,258
-5,234
-5% -$288K 0.03% 123
2021
Q2 		$6.11M Sell
115,492
-6,737
-6% -$377K 0.03% 119
2021
Q1 		$6.72M Buy
122,229
+8,186
+7% +$422K 0.04% 96
2020
Q4 		$4.95M Sell
114,043
-13,074
-10% -$483K 0.03% 98
2020
Q3 		$3.71M Buy
127,117
+97,762
+333% +$3.15M 0.03% 102
2020
Q2 		$998K Sell
29,355
-9,761
-25% -$309K 0.01% 315
2020
Q1 		$1.05M Buy
39,116
+15,917
+69% +$656K 0.01% 280
2019
Q4 		$1.2M Buy
23,199
+2,777
+14% +$135K 0.01% 289
2019
Q3 		$909K Buy
20,422
+217
+1% +$9.38K 0.01% 308
2019
Q2 		$929K Buy
20,205
+1,076
+6% +$49.8K 0.01% 292
2019
Q1 		$869K Sell
19,129
-2,532
-12% -$121K 0.01% 282
2018
Q4 		$882K Buy
+21,661
New +$1.01M 0.01% 264

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wealthfront Advisers's ZION Position: Q2 2023 in Review

Wealthfront Advisers sold out of Zions Bancorporation (ZION) in Q2 2023, closing a stake of 8,588 shares — an estimated $257K sold.

Wealthfront Advisers first reported a position in ZION in Q4 2018 and held it in 18 quarters. The position peaked at $6.86M in Q1 2022. 422 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

  • Wealthfront Advisers reported no remaining Zions Bancorporation position as of Q2 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 8,588 Zions Bancorporation shares in Q2 2023, an estimated $257K.
  • Wealthfront Advisers first reported a position in Zions Bancorporation in Q4 2018 and held it in 18 quarters.
  • Wealthfront Advisers's Zions Bancorporation position peaked at $6.86M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on Wealthfront Advisers's 13F filing for Q2 2023, filed 7 Aug 2023.