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Zeke Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Zeke Capital 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
Q4 		$213K Sell
4,342
-769
-15% -$38.5K 0.01% 428
2022
Q3 		$260K Sell
5,111
-4
-0.1% -$219 0.02% 352
2022
Q2 		$260K Hold
5,115
– – 0.02% 374
2022
Q1 		$336K Buy
+5,115
New +$350K 0.02% 334

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Zeke Capital Advisors's ZION Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Zions Bancorporation (ZION) stake by 15% in Q4 2022, selling an estimated $38.5K and leaving 4,342 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #428.

Zeke Capital Advisors first reported a position in ZION in Q1 2022 and has held it in 4 quarters since. The position peaked at $336K in Q1 2022. 494 funds tracked by Wall St. Rank hold ZION as of Q4 2022.

  • Zeke Capital Advisors held 4,342 shares of Zions Bancorporation worth $213K as of Q4 2022.
  • Zeke Capital Advisors sold 769 Zions Bancorporation shares in Q4 2022, an estimated $38.5K.
  • Zions Bancorporation made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #428 holding.
  • Zeke Capital Advisors first reported a position in Zions Bancorporation in Q1 2022 and has held it in 4 quarters since.
  • Zeke Capital Advisors's Zions Bancorporation position peaked at $336K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.