Wealthfront Advisers LLC Zions Bancorporation, National Association Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$27.45 - $54.79 $2.32 Million - $4.64 Million	-84,614 Reduced 90.79%	8,588 $257,000
Q4 2022 Feb 10, 2023	SELL	$45.74 - $55.39 $248,413 - $300,823	-5,431 Reduced 5.51%	93,202 $4.58 Million
Q3 2022 Nov 14, 2022	SELL	$20.08 - $58.97 $43,392 - $127,434	-2,161 Reduced 2.14%	98,633 $5.02 Million
Q2 2022 Jul 20, 2022	SELL	$50.84 - $65.53 $196,954 - $253,863	-3,874 Reduced 3.7%	100,794 $5.13 Million
Q1 2022 May 16, 2022	SELL	$61.75 - $74.31 $190,066 - $228,726	-3,078 Reduced 2.86%	104,668 $6.86 Million
Q4 2021 Jan 21, 2022	SELL	$59.4 - $67.61 $149,212 - $169,836	-2,512 Reduced 2.28%	107,746 $6.81 Million
Q3 2021 Nov 15, 2021	SELL	$47.7 - $63.74 $249,661 - $333,615	-5,234 Reduced 4.53%	110,258 $6.82 Million
Q2 2021 Aug 16, 2021	SELL	$50.3 - $60.27 $338,871 - $406,038	-6,737 Reduced 5.51%	115,492 $6.11 Million
Q1 2021 May 14, 2021	BUY	$42.93 - $59.06 $351,424 - $483,465	8,186 Added 7.18%	122,229 $6.72 Million
Q4 2020 Feb 16, 2021	SELL	$29.12 - $44.02 $380,714 - $575,517	-13,074 Reduced 10.29%	114,043 $4.95 Million
Q3 2020 Nov 16, 2020	BUY	$28.22 - $35.39 $2.76 Million - $3.46 Million	97,762 Added 333.03%	127,117 $3.71 Million
Q2 2020 Aug 14, 2020	SELL	$24.68 - $40.57 $240,901 - $396,003	-9,761 Reduced 24.95%	29,355 $998,000
Q1 2020 May 15, 2020	BUY	$24.08 - $52.44 $383,281 - $834,687	15,917 Added 68.61%	39,116 $1.05 Million
Q4 2019 Jan 21, 2020	BUY	$42.21 - $51.92 $117,217 - $144,181	2,777 Added 13.6%	23,199 $1.2 Million
Q3 2019 Oct 15, 2019	BUY	$39.2 - $46.38 $8,506 - $10,064	217 Added 1.07%	20,422 $909,000
Q2 2019 Aug 13, 2019	BUY	$43.07 - $50.05 $46,343 - $53,853	1,076 Added 5.62%	20,205 $929,000
Q1 2019 May 13, 2019	SELL	$41.35 - $51.28 $104,698 - $129,840	-2,532 Reduced 11.69%	19,129 $869,000
Q4 2018 Feb 14, 2019	BUY	$38.51 - $52.09 $834,165 - $1.13 Million	21,661 New	21,661 $882,000

Others Institutions Holding ZION

# of Institutions

526

Shares Held

109M

Call Options Held

3.46M

Put Options Held

1.67M

Vanguard Group Inc Valley Forge, PA

18.8M
Shares

$1.04 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

13.3M
Shares

$738 Million
0.01% of portfolio
State Street Corp Boston, MA

7.04M
Shares

$390 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

6.63M
Shares

$367 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

4.69M
Shares

$260 Million
0.04% of portfolio

View Full List

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION

Ticker ZION
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 149,611,008
Market Cap $8.29B
Description
Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...

More about ZION

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