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Abich Financial Wealth Management’s Regency Centers REG Stock Holding History

Abich Financial Wealth Management’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$545 – 862
2024
Q1 		$545 Hold
9
– – ﹤0.01% 426
2023
Q4 		$603 Buy
+9
New +$557 ﹤0.01% 392

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Abich Financial Wealth Management's REG Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Regency Centers (REG) in Q2 2024, closing a stake of 9 shares — an estimated $545 sold.

Abich Financial Wealth Management first reported a position in REG in Q4 2023 and held it in 2 quarters. The position peaked at $603 in Q4 2023. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 9 Regency Centers shares in Q2 2024, an estimated $545.
  • Abich Financial Wealth Management first reported a position in Regency Centers in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Regency Centers position peaked at $603 in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.