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Zions Bancorporation’s Workiva WK Stock Holding History

Zions Bancorporation’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-340
Closed -$28.8K – 971
2024
Q1 		$28.8K Buy
+340
New +$30.6K ﹤0.01% 497
2023
Q1 		– Sell
-147
Closed -$12.3K – 1044
2022
Q4 		$12.3K Buy
+147
New +$11.4K ﹤0.01% 660

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Zions Bancorporation's WK Position: Q2 2024 in Review

Zions Bancorporation sold out of Workiva (WK) in Q2 2024, closing a stake of 340 shares — an estimated $28.8K sold.

Zions Bancorporation first reported a position in WK in Q4 2022 and held it in 2 quarters. The position peaked at $28.8K in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • Zions Bancorporation reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • Zions Bancorporation sold 340 Workiva shares in Q2 2024, an estimated $28.8K.
  • Zions Bancorporation first reported a position in Workiva in Q4 2022 and held it in 2 quarters.
  • Zions Bancorporation's Workiva position peaked at $28.8K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Zions Bancorporation's 13F filing for Q2 2024, filed 8 Aug 2024.