Accel Wealth Management’s Regions Financial RF Stock Holding History

Accel Wealth Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-149	Closed	-$3.21K	–	1267
2022 Q4	$3.21K	Hold	149	–	–	﹤0.01%	861
2022 Q3	$3K	Hold	149	–	–	﹤0.01%	905
2022 Q2	$3K	Hold	149	–	–	﹤0.01%	865
2022 Q1	$3K	Hold	149	–	–	﹤0.01%	860
2021 Q4	$3K	Hold	149	–	–	﹤0.01%	865
2021 Q3	$3K	Hold	149	–	–	﹤0.01%	784
2021 Q2	$3K	Buy	149 +79	+113%	+$1.71K	﹤0.01%	842
2021 Q1	$1K	Buy	+70	New	+$1.37K	﹤0.01%	853

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's RF Position: Q1 2023 in Review

Accel Wealth Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 149 shares — an estimated $3.21K sold.

Accel Wealth Management first reported a position in RF in Q1 2021 and held it in 8 quarters. The position peaked at $3.21K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

Accel Wealth Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
Accel Wealth Management sold 149 Regions Financial shares in Q1 2023, an estimated $3.21K.
Accel Wealth Management first reported a position in Regions Financial in Q1 2021 and held it in 8 quarters.
Accel Wealth Management's Regions Financial position peaked at $3.21K in Q4 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.