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Asset Planning Corporation’s Regions Financial RF Stock Holding History

Asset Planning Corporation’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
2022
Q1 		– Sell
-10,166
Closed -$222K – 37
2021
Q4 		$222K Hold
10,166
– – 0.19% 35
2021
Q3 		$217K Buy
+10,166
New +$202K 0.2% 31

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Asset Planning Corporation's RF Position: Q1 2022 in Review

Asset Planning Corporation sold out of Regions Financial (RF) in Q1 2022, closing a stake of 10,166 shares — an estimated $222K sold.

Asset Planning Corporation first reported a position in RF in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 812 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • Asset Planning Corporation reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • Asset Planning Corporation sold 10,166 Regions Financial shares in Q1 2022, an estimated $222K.
  • Asset Planning Corporation first reported a position in Regions Financial in Q3 2021 and held it in 2 quarters.
  • Asset Planning Corporation's Regions Financial position peaked at $222K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Asset Planning Corporation's 13F filing for Q1 2022, filed 13 May 2022.