Wipfli Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Wipfli Financial 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
2022 Q3	$200K	Buy	+3,926	New	+$215K	0.01%	452

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Wipfli Financial Advisors's ZION Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Zions Bancorporation (ZION) in Q3 2022: 3,926 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

490 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

Wipfli Financial Advisors held 3,926 shares of Zions Bancorporation worth $200K as of Q3 2022.
Zions Bancorporation was a new Wipfli Financial Advisors position in Q3 2022.
Zions Bancorporation made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #452 holding.
490 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.