AWM
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Altium Wealth Management’s Regions Financial RF Stock Holding History

Altium Wealth 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
2020
Q1 		– Sell
-12,729
Closed -$218K – 350
2019
Q4 		$218K Sell
12,729
-721
-5% -$11.9K 0.03% 261
2019
Q3 		$213K Sell
13,450
-978
-7% -$14.8K 0.03% 260
2019
Q2 		$216K Buy
14,428
+283
+2% +$4.18K 0.03% 255
2019
Q1 		$200K Buy
14,145
+591
+4% +$9.05K 0.03% 264
2018
Q4 		$181K Buy
+13,554
New +$218K 0.03% 248

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's RF Position: Q1 2020 in Review

Altium Wealth Management sold out of Regions Financial (RF) in Q1 2020, closing a stake of 12,729 shares — an estimated $218K sold.

Altium Wealth Management first reported a position in RF in Q4 2018 and held it in 5 quarters. The position peaked at $218K in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

  • Altium Wealth Management reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
  • Altium Wealth Management sold 12,729 Regions Financial shares in Q1 2020, an estimated $218K.
  • Altium Wealth Management first reported a position in Regions Financial in Q4 2018 and held it in 5 quarters.
  • Altium Wealth Management's Regions Financial position peaked at $218K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.