ACG Wealth’s Regions Financial RF Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,110	Closed	-$21K	–	834
2022 Q2	$21K	Buy	+1,110	New	+$22.9K	﹤0.01%	568

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACG Wealth's RF Position: Q3 2022 in Review

ACG Wealth sold out of Regions Financial (RF) in Q3 2022, closing a stake of 1,110 shares — an estimated $21K sold.

ACG Wealth first reported a position in RF in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

ACG Wealth reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,110 Regions Financial shares in Q3 2022, an estimated $21K.
ACG Wealth first reported a position in Regions Financial in Q2 2022 and held it in 1 quarter.
ACG Wealth's Regions Financial position peaked at $21K in Q2 2022.
837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.