AXS Investments’s Regions Financial RF Stock Holding History

AXS Investments’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 Q2	–	Sell	-3,715	Closed	-$69K	–	465
2023 Q1	$69K	Sell	3,715 -585	-14%	-$12.7K	0.02%	281
2022 Q4	$92.7K	Sell	4,300 -7,830	-65%	-$170K	0.03%	239
2022 Q3	$243K	Buy	+12,130	New	+$256K	0.09%	191
2021 Q4	–	Sell	-14,492	Closed	-$309K	–	222
2021 Q3	$309K	Buy	+14,492	New	+$288K	0.12%	79

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AXS Investments's RF Position: Q2 2023 in Review

AXS Investments sold out of Regions Financial (RF) in Q2 2023, closing a stake of 3,715 shares — an estimated $69K sold.

AXS Investments first reported a position in RF in Q3 2021 and held it in 4 quarters. The position peaked at $309K in Q3 2021. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

AXS Investments reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
AXS Investments sold 3,715 Regions Financial shares in Q2 2023, an estimated $69K.
AXS Investments first reported a position in Regions Financial in Q3 2021 and held it in 4 quarters.
AXS Investments's Regions Financial position peaked at $309K in Q3 2021.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.