AWM
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Accurate Wealth Management’s Regency Centers REG Stock Holding History

Accurate 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
2023
Q1 		– Sell
-30
Closed -$1.86K – 1148
2022
Q4 		$1.86K Buy
+30
New +$1.84K ﹤0.01% 1220

Other funds holding REG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Accurate Wealth Management's REG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Regency Centers (REG) in Q1 2023, closing a stake of 30 shares — an estimated $1.86K sold.

Accurate Wealth Management first reported a position in REG in Q4 2022 and held it in 1 quarter. The position peaked at $1.86K in Q4 2022. 417 funds tracked by Wall St. Rank hold REG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Regency Centers position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Regency Centers shares in Q1 2023, an estimated $1.86K.
  • Accurate Wealth Management first reported a position in Regency Centers in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Regency Centers position peaked at $1.86K in Q4 2022.
  • 417 funds tracked by Wall St. Rank held Regency Centers as of Q1 2023.

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