AllGen Financial Advisors’s Regions Financial RF Stock Holding History

AllGen Financial 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
2022 Q4	–	Sell	-15,377	Closed	-$309K	–	43
2022 Q3	$309K	Buy	+15,377	New	+$325K	0.24%	35
2022 Q2	–	Sell	-15,377	Closed	-$342K	–	38
2022 Q1	$342K	Hold	15,377	–	–	0.29%	31
2021 Q4	$335K	Hold	15,377	–	–	0.25%	34
2021 Q3	$328K	Buy	+15,377	New	+$306K	0.27%	31

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AllGen Financial Advisors's RF Position: Q4 2022 in Review

AllGen Financial Advisors sold out of Regions Financial (RF) in Q4 2022, closing a stake of 15,377 shares — an estimated $309K sold.

AllGen Financial Advisors first reported a position in RF in Q3 2021 and held it in 4 quarters. The position peaked at $342K in Q1 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

AllGen Financial Advisors reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
AllGen Financial Advisors sold 15,377 Regions Financial shares in Q4 2022, an estimated $309K.
AllGen Financial Advisors first reported a position in Regions Financial in Q3 2021 and held it in 4 quarters.
AllGen Financial Advisors's Regions Financial position peaked at $342K in Q1 2022.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on AllGen Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.