Alpha DNA Investment Management’s Regions Financial RF Stock Holding History

Alpha DNA Investment Management’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 Q2	–	Sell	-71,917	Closed	-$1.33M	–	209
2023 Q1	$1.33M	Buy	71,917 +4,453	+7%	+$97K	0.39%	56
2022 Q4	$1.45M	Buy	67,464 +34,076	+102%	+$739K	0.51%	31
2022 Q3	$670K	Buy	+33,388	New	+$705K	0.56%	69
2021 Q2	–	Sell	-345	Closed	-$7K	–	527
2021 Q1	$7K	Buy	+345	New	+$6.74K	0.01%	320

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Alpha DNA Investment Management's RF Position: Q2 2023 in Review

Alpha DNA Investment Management sold out of Regions Financial (RF) in Q2 2023, closing a stake of 71,917 shares — an estimated $1.33M sold.

Alpha DNA Investment Management first reported a position in RF in Q1 2021 and held it in 4 quarters. The position peaked at $1.45M in Q4 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Alpha DNA Investment Management reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Alpha DNA Investment Management sold 71,917 Regions Financial shares in Q2 2023, an estimated $1.33M.
Alpha DNA Investment Management first reported a position in Regions Financial in Q1 2021 and held it in 4 quarters.
Alpha DNA Investment Management's Regions Financial position peaked at $1.45M in Q4 2022.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Alpha DNA Investment Management's 13F filing for Q2 2023, filed 31 Jul 2023.