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AM Squared’s Regions Financial RF Stock Holding History

AM Squared’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
Q4 		– Sell
-2,700
Closed -$46.4K – 71
2023
Q3 		$46.4K Sell
2,700
-11,500
-81% -$218K 0.07% 48
2023
Q2 		$253K Sell
14,200
-2,000
-12% -$35.3K 0.29% 32
2023
Q1 		$301K Sell
16,200
-4,000
-20% -$87.1K 0.23% 57
2022
Q4 		$436K Buy
+20,200
New +$438K 0.29% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AM Squared's RF Position: Q4 2023 in Review

AM Squared sold out of Regions Financial (RF) in Q4 2023, closing a stake of 2,700 shares — an estimated $46.4K sold.

AM Squared first reported a position in RF in Q4 2022 and held it in 4 quarters. The position peaked at $436K in Q4 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • AM Squared reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
  • AM Squared sold 2,700 Regions Financial shares in Q4 2023, an estimated $46.4K.
  • AM Squared first reported a position in Regions Financial in Q4 2022 and held it in 4 quarters.
  • AM Squared's Regions Financial position peaked at $436K in Q4 2022.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on AM Squared's 13F filing for Q4 2023, filed 31 Jan 2024.