BRWM
RF icon

B. Riley Wealth Management’s Regions Financial RF Stock Holding History

B. Riley 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
2020
Q3 		– Sell
-15,793
Closed -$176K – 507
2020
Q2 		$176K Sell
15,793
-3,849
-20% -$41K 0.02% 380
2020
Q1 		$176K Buy
+19,642
New +$275K 0.02% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

B. Riley Wealth Management's RF Position: Q3 2020 in Review

B. Riley Wealth Management sold out of Regions Financial (RF) in Q3 2020, closing a stake of 15,793 shares — an estimated $176K sold.

B. Riley Wealth Management first reported a position in RF in Q1 2020 and held it in 2 quarters. The position peaked at $176K in Q2 2020. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • B. Riley Wealth Management reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 15,793 Regions Financial shares in Q3 2020, an estimated $176K.
  • B. Riley Wealth Management first reported a position in Regions Financial in Q1 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's Regions Financial position peaked at $176K in Q2 2020.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on B. Riley Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.