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Alta Advisers’s Regions Financial RF Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-3,400
Closed -$79.3K – 353
2024
Q3 		$79.3K Hold
3,400
– – 0.04% 347
2024
Q2 		$68.1K Hold
3,400
– – 0.03% 344
2024
Q1 		$71.5K Hold
3,400
– – 0.04% 337
2023
Q4 		$65.9K Hold
3,400
– – 0.04% 349
2023
Q3 		$58.5K Hold
3,400
– – 0.03% 351
2023
Q2 		$60.6K Hold
3,400
– – 0.03% 351
2023
Q1 		$63.1K Hold
3,400
– – 0.04% 345
2022
Q4 		$73K Hold
3,400
– – 0.04% 312
2022
Q3 		$68K Buy
+3,400
New +$71.8K 0.04% 323

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Alta Advisers's RF Position: Q4 2024 in Review

Alta Advisers sold out of Regions Financial (RF) in Q4 2024, closing a stake of 3,400 shares — an estimated $79.3K sold.

Alta Advisers first reported a position in RF in Q3 2022 and held it in 9 quarters. The position peaked at $79.3K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Alta Advisers reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 3,400 Regions Financial shares in Q4 2024, an estimated $79.3K.
  • Alta Advisers first reported a position in Regions Financial in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Regions Financial position peaked at $79.3K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.