BDO Wealth Advisors’s Regions Financial RF Stock Holding History

BDO Wealth Advisors’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 Q2	$3.28K	Hold	184	–	–	﹤0.01%	814
2023 Q1	$3.42K	Hold	184	–	–	﹤0.01%	847
2022 Q4	$3.97K	Sell	184 -911	-83%	-$19.8K	﹤0.01%	795
2022 Q3	$22K	Buy	1,095 +911	+495%	+$19.2K	﹤0.01%	553
2022 Q2	$3K	Hold	184	–	–	﹤0.01%	862
2022 Q1	$4K	Hold	184	–	–	﹤0.01%	863
2021 Q4	$4K	Buy	184 +70	+61%	+$1.6K	﹤0.01%	876
2021 Q3	$2K	Hold	114	–	–	﹤0.01%	956
2021 Q2	$2K	Hold	114	–	–	﹤0.01%	1003
2021 Q1	$2K	Hold	114	–	–	﹤0.01%	1008
2020 Q4	$2K	Hold	114	–	–	﹤0.01%	787
2020 Q3	$1K	Hold	114	–	–	﹤0.01%	811
2020 Q2	$1K	Hold	114	–	–	﹤0.01%	664
2020 Q1	$1K	Hold	114	–	–	﹤0.01%	717
2019 Q4	$2K	Hold	114	–	–	﹤0.01%	556
2019 Q3	$2K	Hold	114	–	–	﹤0.01%	595
2019 Q2	$2K	Sell	114 -212	-65%	-$3.13K	﹤0.01%	585
2019 Q1	$5K	Sell	326 -4,500	-93%	-$68.9K	﹤0.01%	477
2018 Q4	$65K	Hold	4,826	–	–	0.02%	239
2018 Q3	$89K	Sell	4,826 -35	-0.7%	-$659	0.03%	227
2018 Q2	$86K	Buy	4,861 +4,614	+1,868%	+$86.4K	0.03%	230
2018 Q1	$5K	Hold	247	–	–	﹤0.01%	445
2017 Q4	$4K	Buy	247 +35	+17%	+$560	﹤0.01%	391
2017 Q3	$3K	Hold	212	–	–	﹤0.01%	380
2017 Q2	$3K	Buy	+212	New	+$2.98K	﹤0.01%	478

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BDO Wealth Advisors's RF Position: Q2 2023 in Review

BDO Wealth Advisors held its Regions Financial (RF) position steady in Q2 2023 at 184 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

BDO Wealth Advisors first reported a position in RF in Q2 2017 and has held it in 25 quarters since. The position peaked at $89K in Q3 2018. 788 funds tracked by Wall St. Rank hold RF as of Q2 2023.

BDO Wealth Advisors held 184 shares of Regions Financial worth $3.28K as of Q2 2023.
BDO Wealth Advisors left its Regions Financial share count unchanged in Q2 2023.
Regions Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #814 holding.
BDO Wealth Advisors first reported a position in Regions Financial in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Regions Financial position peaked at $89K in Q3 2018.
788 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.