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Atria Wealth Solutions’s Regions Financial RF Stock Holding History

Atria Wealth Solutions’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
-19,769
Closed -$388K – 2048
2023
Q4 		$388K Buy
19,769
+442
+2% +$7.33K ﹤0.01% 1342
2023
Q3 		$337K Buy
19,327
+311
+2% +$5.89K ﹤0.01% 1345
2023
Q2 		$343K Sell
19,016
-46,519
-71% -$821K ﹤0.01% 1356
2023
Q1 		$1.22M Buy
65,535
+40,457
+161% +$881K 0.02% 722
2022
Q4 		$546K Buy
25,078
+164
+0.7% +$3.56K 0.01% 1033
2022
Q3 		$505K Sell
24,914
-1,687
-6% -$35.6K 0.01% 1013
2022
Q2 		$503K Buy
26,601
+13,010
+96% +$269K 0.01% 971
2022
Q1 		$305K Buy
+13,591
New +$320K 0.01% 1311

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's RF Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Regions Financial (RF) in Q1 2024, closing a stake of 19,769 shares — an estimated $388K sold.

Atria Wealth Solutions first reported a position in RF in Q1 2022 and held it in 8 quarters. The position peaked at $1.22M in Q1 2023. 797 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,769 Regions Financial shares in Q1 2024, an estimated $388K.
  • Atria Wealth Solutions first reported a position in Regions Financial in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Regions Financial position peaked at $1.22M in Q1 2023.
  • 797 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.