West Paces Advisors’s Zions Bancorporation ZION Stock Holding History

West Paces Advisors’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 Q4	–	Sell	-10	Closed	-$349	–	629
2023 Q3	$349	Buy	+10	New	+$349	﹤0.01%	504
2023 Q1	–	Sell	-63	Closed	-$3.1K	–	587
2022 Q4	$3.1K	Hold	63	–	–	﹤0.01%	419
2022 Q3	$3.2K	Hold	63	–	–	﹤0.01%	411
2022 Q2	$3.21K	Hold	63	–	–	﹤0.01%	448
2022 Q1	$4.13K	Buy	+63	New	+$4.31K	﹤0.01%	426
2021 Q4	–	Sell	-26	Closed	-$1.61K	–	635
2021 Q3	$1.61K	Hold	26	–	–	﹤0.01%	533
2021 Q2	$1.37K	Buy	+26	New	+$1.46K	﹤0.01%	584
2020 Q3	–	Sell	-44	Closed	-$1.5K	–	441
2020 Q2	$1.5K	Hold	44	–	–	﹤0.01%	423
2020 Q1	$1.18K	Hold	44	–	–	﹤0.01%	435
2019 Q4	$2.28K	Hold	44	–	–	﹤0.01%	448
2019 Q3	$1.96K	Hold	44	–	–	﹤0.01%	442
2019 Q2	$2.02K	Hold	44	–	–	﹤0.01%	435
2019 Q1	$2K	Hold	44	–	–	﹤0.01%	438
2018 Q4	$1.79K	Hold	44	–	–	﹤0.01%	441
2018 Q3	$2.21K	Hold	44	–	–	﹤0.01%	438
2018 Q2	$2.32K	Hold	44	–	–	﹤0.01%	443
2018 Q1	$2.32K	Hold	44	–	–	﹤0.01%	412
2017 Q4	$2.24K	Hold	44	–	–	﹤0.01%	428
2017 Q3	$2.08K	Hold	44	–	–	﹤0.01%	434
2017 Q2	$1.93K	Hold	44	–	–	﹤0.01%	449
2017 Q1	$1.85K	Sell	44 -18	-29%	-$782	﹤0.01%	449
2016 Q4	$2.67K	Buy	+62	New	+$2.28K	﹤0.01%	458

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Paces Advisors's ZION Position: Q4 2023 in Review

West Paces Advisors sold out of Zions Bancorporation (ZION) in Q4 2023, closing a stake of 10 shares — an estimated $349 sold.

West Paces Advisors first reported a position in ZION in Q4 2016 and held it in 22 quarters. The position peaked at $4.13K in Q1 2022. 471 funds tracked by Wall St. Rank hold ZION as of Q4 2023.

West Paces Advisors reported no remaining Zions Bancorporation position as of Q4 2023 after selling out during the quarter.
West Paces Advisors sold 10 Zions Bancorporation shares in Q4 2023, an estimated $349.
West Paces Advisors first reported a position in Zions Bancorporation in Q4 2016 and held it in 22 quarters.
West Paces Advisors's Zions Bancorporation position peaked at $4.13K in Q1 2022.
471 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2023.

Based on West Paces Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.