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Addison Advisors’s Regions Financial RF Stock Holding History

Addison Advisors’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
-34
Closed -$733 – 756
2022
Q4 		$733 Hold
34
– – ﹤0.01% 646
2022
Q3 		$1K Hold
34
– – ﹤0.01% 644
2022
Q2 		$1K Hold
34
– – ﹤0.01% 639
2022
Q1 		$1K Hold
34
– – ﹤0.01% 667
2021
Q4 		$1K Buy
+34
New +$778 ﹤0.01% 624

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Addison Advisors's RF Position: Q1 2023 in Review

Addison Advisors sold out of Regions Financial (RF) in Q1 2023, closing a stake of 34 shares — an estimated $733 sold.

Addison Advisors first reported a position in RF in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Addison Advisors reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Addison Advisors sold 34 Regions Financial shares in Q1 2023, an estimated $733.
  • Addison Advisors first reported a position in Regions Financial in Q4 2021 and held it in 5 quarters.
  • Addison Advisors's Regions Financial position peaked at $1K in Q3 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.