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Baldwin Wealth Partners’s Regions Financial RF Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-333
Closed -$7.85K – 833
2024
Q3 		$7.85K Buy
+333
New +$7.28K ﹤0.01% 829
2023
Q4 		– Sell
-200
Closed -$3.44K – 769
2023
Q3 		$3.44K Buy
+200
New +$3.79K ﹤0.01% 654

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Baldwin Wealth Partners's RF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Regions Financial (RF) in Q4 2024, closing a stake of 333 shares — an estimated $7.85K sold.

Baldwin Wealth Partners first reported a position in RF in Q3 2023 and held it in 2 quarters. The position peaked at $7.85K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 333 Regions Financial shares in Q4 2024, an estimated $7.85K.
  • Baldwin Wealth Partners first reported a position in Regions Financial in Q3 2023 and held it in 2 quarters.
  • Baldwin Wealth Partners's Regions Financial position peaked at $7.85K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.