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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Veritable, L.P., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of ZION by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−8,495−100.0%Sold outHolders
Q1 20238,495$254.3K<0.1%+412+5.1%AddedHolders
Q4 20228,083$397.4K<0.1%+1,943+31.6%AddedHolders
Q3 20226,140$312.0K<0.1%−1,610−20.8%ReducedHolders
Q2 20227,750$394.0K<0.1%−270−3.4%ReducedHolders
Q1 20228,020$526.0K<0.1%+85+1.1%AddedHolders
Q4 20217,935$501.0K<0.1%+450+6.0%AddedHolders
Q3 20217,485$463.0K<0.1%+1,713+29.7%AddedHolders
Q2 20215,772$305.0K<0.1%+26+0.5%AddedHolders
Q1 20215,746$316.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.