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Wealthspire Advisors (Maryland)’s Zions Bancorporation ZION Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,817
Closed -$83K – 2101
2019
Q1 		$83K Buy
1,817
+153
+9% +$7.3K 0.01% 710
2018
Q4 		$68K Buy
1,664
+746
+81% +$34.8K 0.01% 737
2018
Q3 		$46K Hold
918
– – ﹤0.01% 1007
2018
Q2 		$48K Buy
918
+88
+11% +$4.86K ﹤0.01% 996
2018
Q1 		$44K Sell
830
-83
-9% -$4.47K ﹤0.01% 1033
2017
Q4 		$46K Buy
913
+251
+38% +$12K ﹤0.01% 1040
2017
Q3 		$31K Sell
662
-49
-7% -$2.18K ﹤0.01% 1155
2017
Q2 		$31K Buy
711
+93
+15% +$3.83K ﹤0.01% 1120
2017
Q1 		$26K Buy
618
+116
+23% +$5.04K ﹤0.01% 1002
2016
Q4 		$22K Buy
502
+75
+18% +$2.76K ﹤0.01% 997
2016
Q3 		$13K Sell
427
-51
-11% -$1.45K ﹤0.01% 1184
2016
Q2 		$12K Sell
478
-117
-20% -$3.1K ﹤0.01% 1170
2016
Q1 		$14K Buy
595
+6
+1% +$138 ﹤0.01% 1109
2015
Q4 		$16K Buy
+589
New +$16.9K ﹤0.01% 1054

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Wealthspire Advisors (Maryland)'s ZION Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 1,817 shares — an estimated $83K sold.

Wealthspire Advisors (Maryland) first reported a position in ZION in Q4 2015 and held it in 14 quarters. The position peaked at $83K in Q1 2019. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,817 Zions Bancorporation shares in Q2 2019, an estimated $83K.
  • Wealthspire Advisors (Maryland) first reported a position in Zions Bancorporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Zions Bancorporation position peaked at $83K in Q1 2019.
  • 501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.