Zions Bancorporation’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Zions Bancorporation’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-60	Closed	-$5K	–	983
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	818
2020 Q2	$5K	Hold	60	–	–	﹤0.01%	744
2020 Q1	$4K	Buy	+60	New	+$6.14K	﹤0.01%	728
2019 Q3	–	Sell	-184	Closed	-$20K	–	987
2019 Q2	$20K	Hold	184	–	–	﹤0.01%	547
2019 Q1	$18K	Buy	+184	New	+$18K	﹤0.01%	588
2018 Q2	–	Sell	-384	Closed	-$38K	–	568
2018 Q1	$38K	Hold	384	–	–	0.01%	281
2017 Q4	$36K	Buy	+384	New	+$35.1K	0.01%	357

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zions Bancorporation's ITA Position: Q4 2020 in Review

Zions Bancorporation sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2020, closing a stake of 60 shares — an estimated $5K sold.

Zions Bancorporation first reported a position in ITA in Q4 2017 and held it in 7 quarters. The position peaked at $38K in Q1 2018. 350 funds tracked by Wall St. Rank hold ITA as of Q4 2020.

Zions Bancorporation reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
Zions Bancorporation sold 60 iShares US Aerospace & Defense ETF shares in Q4 2020, an estimated $5K.
Zions Bancorporation first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 7 quarters.
Zions Bancorporation's iShares US Aerospace & Defense ETF position peaked at $38K in Q1 2018.
350 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.