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Altshuler Shaham’s Regions Financial RF Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-318
Closed -$6K – 645
2021
Q2 		$6K Sell
318
-1,471
-82% -$31.8K ﹤0.01% 591
2021
Q1 		$37K Buy
+1,789
New +$35K ﹤0.01% 340
2020
Q2 		– Sell
-20
Closed – – 529
2020
Q1 		$0 Hold
20
– – ﹤0.01% 585
2019
Q4 		$0 Buy
20
+2
+11% +$33 ﹤0.01% 602
2019
Q3 		$0 Buy
+18
New +$272 ﹤0.01% 538

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altshuler Shaham's RF Position: Q3 2021 in Review

Altshuler Shaham sold out of Regions Financial (RF) in Q3 2021, closing a stake of 318 shares — an estimated $6K sold.

Altshuler Shaham first reported a position in RF in Q3 2019 and held it in 5 quarters. The position peaked at $37K in Q1 2021. 759 funds tracked by Wall St. Rank hold RF as of Q3 2021.

  • Altshuler Shaham reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 318 Regions Financial shares in Q3 2021, an estimated $6K.
  • Altshuler Shaham first reported a position in Regions Financial in Q3 2019 and held it in 5 quarters.
  • Altshuler Shaham's Regions Financial position peaked at $37K in Q1 2021.
  • 759 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.