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Alerus Financial’s Regions Financial RF Stock Holding History

Alerus Financial’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
Q4 		– Sell
-156,366
Closed -$2.69M – 163
2023
Q3 		$2.69M Buy
+156,366
New +$2.96M 0.24% 83
2023
Q1 		– Sell
-126,741
Closed -$2.73M – 175
2022
Q4 		$2.73M Buy
+126,741
New +$2.75M 0.25% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Alerus Financial's RF Position: Q4 2023 in Review

Alerus Financial sold out of Regions Financial (RF) in Q4 2023, closing a stake of 156,366 shares — an estimated $2.69M sold.

Alerus Financial first reported a position in RF in Q4 2022 and held it in 2 quarters. The position peaked at $2.73M in Q4 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Alerus Financial reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
  • Alerus Financial sold 156,366 Regions Financial shares in Q4 2023, an estimated $2.69M.
  • Alerus Financial first reported a position in Regions Financial in Q4 2022 and held it in 2 quarters.
  • Alerus Financial's Regions Financial position peaked at $2.73M in Q4 2022.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Alerus Financial's 13F filing for Q4 2023, filed 12 Feb 2024.