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Wedbush Securities’s Zions Bancorporation ZION Stock Holding History

Wedbush Securities’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
2024
Q2 		– Sell
-4,617
Closed -$200K – 1303
2024
Q1 		$200K Buy
+4,617
New +$190K 0.01% 1107
2015
Q2 		– Sell
-68,198
Closed -$1.84M – 780
2015
Q1 		$1.84M Sell
68,198
-1,018
-1% -$26.6K 0.31% 68
2014
Q4 		$1.97M Sell
69,216
-151
-0.2% -$4.26K 0.3% 61
2014
Q3 		$2.02M Buy
69,367
+418
+0.6% +$12.1K 0.31% 62
2014
Q2 		$2.03M Buy
68,949
+544
+0.8% +$16K 0.32% 65
2014
Q1 		$2.12M Buy
+68,405
New +$2.08M 0.37% 55

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wedbush Securities's ZION Position: Q2 2024 in Review

Wedbush Securities sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 4,617 shares — an estimated $200K sold.

Wedbush Securities first reported a position in ZION in Q1 2014 and held it in 6 quarters. The position peaked at $2.12M in Q1 2014. 431 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • Wedbush Securities reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 4,617 Zions Bancorporation shares in Q2 2024, an estimated $200K.
  • Wedbush Securities first reported a position in Zions Bancorporation in Q1 2014 and held it in 6 quarters.
  • Wedbush Securities's Zions Bancorporation position peaked at $2.12M in Q1 2014.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.