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Argonautica Private Wealth Management’s Regions Financial RF Stock Holding History

Argonautica Private 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
2023
Q3 		– Sell
-13,575
Closed -$242K – 193
2023
Q2 		$242K Sell
13,575
-283
-2% -$5K 0.11% 172
2023
Q1 		$257K Hold
13,858
– – 0.13% 125
2022
Q4 		$299K Buy
+13,858
New +$300K 0.15% 116

Other funds holding RF

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Argonautica Private Wealth Management's RF Position: Q3 2023 in Review

Argonautica Private Wealth Management sold out of Regions Financial (RF) in Q3 2023, closing a stake of 13,575 shares — an estimated $242K sold.

Argonautica Private Wealth Management first reported a position in RF in Q4 2022 and held it in 3 quarters. The position peaked at $299K in Q4 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Argonautica Private Wealth Management reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 13,575 Regions Financial shares in Q3 2023, an estimated $242K.
  • Argonautica Private Wealth Management first reported a position in Regions Financial in Q4 2022 and held it in 3 quarters.
  • Argonautica Private Wealth Management's Regions Financial position peaked at $299K in Q4 2022.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Argonautica Private Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.