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WealthPLAN Partners’s Zions Bancorporation ZION Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-500
Closed -$13.4K – 1216
2023
Q2 		$13.4K Buy
+500
New +$13.9K ﹤0.01% 745
2017
Q2 		– Sell
-325
Closed -$13.3K – 438
2017
Q1 		$13.3K Buy
+325
New +$14.1K 0.05% 230

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthPLAN Partners's ZION Position: Q3 2023 in Review

WealthPLAN Partners sold out of Zions Bancorporation (ZION) in Q3 2023, closing a stake of 500 shares — an estimated $13.4K sold.

WealthPLAN Partners first reported a position in ZION in Q1 2017 and held it in 2 quarters. The position peaked at $13.4K in Q2 2023. 428 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • WealthPLAN Partners reported no remaining Zions Bancorporation position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 500 Zions Bancorporation shares in Q3 2023, an estimated $13.4K.
  • WealthPLAN Partners first reported a position in Zions Bancorporation in Q1 2017 and held it in 2 quarters.
  • WealthPLAN Partners's Zions Bancorporation position peaked at $13.4K in Q2 2023.
  • 428 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.