Annapolis Financial Services’s Regions Financial RF Stock Holding History

Annapolis Financial Services’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 Q1	–	Sell	-1,000	Closed	-$19.4K	–	438
2023 Q4	$19.4K	Hold	1,000	–	–	﹤0.01%	279
2023 Q3	$17.2K	Hold	1,000	–	–	0.01%	283
2023 Q2	$17.8K	Hold	1,000	–	–	0.01%	282
2023 Q1	$18.6K	Hold	1,000	–	–	0.01%	254
2022 Q4	$21.6K	Hold	1,000	–	–	0.01%	237
2022 Q3	$20K	Hold	1,000	–	–	0.01%	257
2022 Q2	$19K	Hold	1,000	–	–	0.01%	253
2022 Q1	$22K	Hold	1,000	–	–	0.01%	247
2021 Q4	$22K	Sell	1,000 -1,000	-50%	-$22.9K	0.01%	251
2021 Q3	$43K	Hold	2,000	–	–	0.01%	183
2021 Q2	$40K	Hold	2,000	–	–	0.01%	177
2021 Q1	$41K	Hold	2,000	–	–	0.02%	168
2020 Q4	$32K	Buy	+2,000	New	+$28.9K	0.01%	169

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's RF Position: Q1 2024 in Review

Annapolis Financial Services sold out of Regions Financial (RF) in Q1 2024, closing a stake of 1,000 shares — an estimated $19.4K sold.

Annapolis Financial Services first reported a position in RF in Q4 2020 and held it in 13 quarters. The position peaked at $43K in Q3 2021. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

Annapolis Financial Services reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 1,000 Regions Financial shares in Q1 2024, an estimated $19.4K.
Annapolis Financial Services first reported a position in Regions Financial in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Regions Financial position peaked at $43K in Q3 2021.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.