Western Financial Corp’s Zions Bancorporation ZION Stock Holding History

Western Financial Corp’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 Q1	–	Sell	-4,288	Closed	-$211K	–	125
2022 Q4	$211K	Buy	4,288 +30	+0.7%	+$1.5K	0.14%	97
2022 Q3	$217K	Buy	4,258 +26	+0.6%	+$1.42K	0.15%	90
2022 Q2	$215K	Sell	4,232 -57	-1%	-$3.24K	0.15%	89
2022 Q1	$281K	Buy	4,289 +21	+0.5%	+$1.44K	0.16%	81
2021 Q4	$270K	Buy	4,268 +20	+0.5%	+$1.28K	0.14%	83
2021 Q3	$263K	Buy	4,248 +26	+0.6%	+$1.43K	0.16%	79
2021 Q2	$223K	Sell	4,222 -114	-3%	-$6.38K	0.12%	85
2021 Q1	$238K	Buy	+4,336	New	+$223K	0.15%	76

Other funds holding ZION

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Western Financial Corp's ZION Position: Q1 2023 in Review

Western Financial Corp sold out of Zions Bancorporation (ZION) in Q1 2023, closing a stake of 4,288 shares — an estimated $211K sold.

Western Financial Corp first reported a position in ZION in Q1 2021 and held it in 8 quarters. The position peaked at $281K in Q1 2022. 449 funds tracked by Wall St. Rank hold ZION as of Q1 2023.

Western Financial Corp reported no remaining Zions Bancorporation position as of Q1 2023 after selling out during the quarter.
Western Financial Corp sold 4,288 Zions Bancorporation shares in Q1 2023, an estimated $211K.
Western Financial Corp first reported a position in Zions Bancorporation in Q1 2021 and held it in 8 quarters.
Western Financial Corp's Zions Bancorporation position peaked at $281K in Q1 2022.
449 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2023.

Based on Western Financial Corp's 13F filing for Q1 2023, filed 20 Apr 2023.