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Axxcess Wealth Management’s Regions Financial RF Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-28,851
Closed -$607K – 922
2024
Q1 		$607K Sell
28,851
-3,154
-10% -$59.6K 0.02% 493
2023
Q4 		$620K Buy
32,005
+19,600
+158% +$325K 0.02% 466
2023
Q3 		$213K Buy
+12,405
New +$235K 0.01% 714
2023
Q1 		– Sell
-9,430
Closed -$203K – 677
2022
Q4 		$203K Buy
+9,430
New +$204K 0.02% 561

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axxcess Wealth Management's RF Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Regions Financial (RF) in Q2 2024, closing a stake of 28,851 shares — an estimated $607K sold.

Axxcess Wealth Management first reported a position in RF in Q4 2022 and held it in 4 quarters. The position peaked at $620K in Q4 2023. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 28,851 Regions Financial shares in Q2 2024, an estimated $607K.
  • Axxcess Wealth Management first reported a position in Regions Financial in Q4 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Regions Financial position peaked at $620K in Q4 2023.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.