Zions Bancorporation’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Zions Bancorporation’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,217	Closed	-$91K	–	1124
2022 Q1	$91K	Sell	1,217 -223	-15%	-$16.4K	0.01%	428
2021 Q4	$110K	Hold	1,440	–	–	0.01%	371
2021 Q3	$105K	Hold	1,440	–	–	0.01%	362
2021 Q2	$107K	Hold	1,440	–	–	0.01%	342
2021 Q1	$100K	Buy	+1,440	New	+$94.9K	0.01%	340

Other funds holding MOAT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Zions Bancorporation's MOAT Position: Q2 2022 in Review

Zions Bancorporation sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 1,217 shares — an estimated $91K sold.

Zions Bancorporation first reported a position in MOAT in Q1 2021 and held it in 5 quarters. The position peaked at $110K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Zions Bancorporation reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
Zions Bancorporation sold 1,217 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $91K.
Zions Bancorporation first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 5 quarters.
Zions Bancorporation's VanEck Morningstar Wide Moat ETF position peaked at $110K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Zions Bancorporation's 13F filing for Q2 2022, filed 5 Aug 2022.