Baystate Wealth Management’s Regions Financial RF Stock Holding History

Baystate 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
2023 Q4	$3.13K	Buy	161 +2	+1%	+$33	﹤0.01%	984
2023 Q3	$2.74K	Buy	159 +2	+1%	+$38	﹤0.01%	769
2023 Q2	$2.81K	Buy	157 +2	+1%	+$35	﹤0.01%	802
2023 Q1	$2.89K	Buy	155 +1	+0.6%	+$22	﹤0.01%	778
2022 Q4	$3K	Buy	154 +2	+1%	+$43	﹤0.01%	756
2022 Q3	$3K	Buy	152 +1	+0.7%	+$21	﹤0.01%	710
2022 Q2	$3K	Buy	151 +1	+0.7%	+$21	﹤0.01%	730
2022 Q1	$3K	Buy	150 +1	+0.7%	+$24	﹤0.01%	719
2021 Q4	$3K	Buy	149 +1	+0.7%	+$23	﹤0.01%	721
2021 Q3	$3K	Buy	148 +2	+1%	+$40	﹤0.01%	656
2021 Q2	$3K	Buy	146 +1	+0.7%	+$22	﹤0.01%	625
2021 Q1	$3K	Buy	145 +1	+0.7%	+$20	﹤0.01%	569
2020 Q4	$2K	Buy	144 +2	+1%	+$29	﹤0.01%	579
2020 Q3	$2K	Buy	142 +2	+1%	+$22	﹤0.01%	547
2020 Q2	$2K	Buy	140 +2	+1%	+$21	﹤0.01%	559
2020 Q1	$1K	Buy	138 +1	+0.7%	+$14	﹤0.01%	567
2019 Q4	$2K	Buy	137 +1	+0.7%	+$16	﹤0.01%	535
2019 Q3	$2K	Buy	136 +1	+0.7%	+$15	﹤0.01%	489
2019 Q2	$2K	Buy	135 +1	+0.7%	+$15	﹤0.01%	502
2019 Q1	$2K	Buy	134 +1	+0.8%	+$15	﹤0.01%	519
2018 Q4	$2K	Buy	133 +2	+2%	+$32	﹤0.01%	519
2018 Q3	$2K	Hold	131	–	–	﹤0.01%	534
2018 Q2	$2K	Buy	131 +1	+0.8%	+$19	﹤0.01%	555
2018 Q1	$2K	Hold	130	–	–	﹤0.01%	518
2017 Q4	$2K	Hold	130	–	–	﹤0.01%	515
2017 Q3	$2K	Sell	130 -1	-0.8%	-$14	﹤0.01%	499
2017 Q2	$2K	Buy	131 +1	+0.8%	+$14	﹤0.01%	510
2017 Q1	$2K	Buy	+130	New	+$1.92K	﹤0.01%	475

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

Baystate Wealth Management's RF Position: Q4 2023 in Review

Baystate Wealth Management increased its Regions Financial (RF) stake by 1.3% in Q4 2023, buying an estimated $33 and bringing the position to 161 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Baystate Wealth Management first reported a position in RF in Q1 2017 and has held it in 28 quarters since. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Baystate Wealth Management held 161 shares of Regions Financial worth $3.13K as of Q4 2023.
Baystate Wealth Management bought 2 Regions Financial shares in Q4 2023, an estimated $33.
Regions Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #984 holding.
Baystate Wealth Management first reported a position in Regions Financial in Q1 2017 and has held it in 28 quarters since.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.