Banque Pictet & Cie’s Regions Financial RF Stock Holding History

Banque Pictet & Cie’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 Q4	–	Sell	-79,223	Closed	-$1.36M	–	450
2023 Q3	$1.36M	Sell	79,223 -9,807	-11%	-$186K	0.02%	244
2023 Q2	$1.59M	Buy	+89,030	New	+$1.57M	0.01%	270
2022 Q2	–	Sell	-41,845	Closed	-$931K	–	668
2022 Q1	$931K	Sell	41,845 -52,650	-56%	-$1.24M	0.01%	455
2021 Q4	$2.06M	Buy	+94,495	New	+$2.16M	0.02%	342

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Banque Pictet & Cie's RF Position: Q4 2023 in Review

Banque Pictet & Cie sold out of Regions Financial (RF) in Q4 2023, closing a stake of 79,223 shares — an estimated $1.36M sold.

Banque Pictet & Cie first reported a position in RF in Q4 2021 and held it in 4 quarters. The position peaked at $2.06M in Q4 2021. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Banque Pictet & Cie reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Banque Pictet & Cie sold 79,223 Regions Financial shares in Q4 2023, an estimated $1.36M.
Banque Pictet & Cie first reported a position in Regions Financial in Q4 2021 and held it in 4 quarters.
Banque Pictet & Cie's Regions Financial position peaked at $2.06M in Q4 2021.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.