Berman Capital Advisors’s Regions Financial RF Stock Holding History

Berman Capital 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
2021 Q3	$454K	Sell	21,358 -1,535	-7%	-$30.5K	0.07%	144
2021 Q2	$461K	Sell	22,893 -2,918	-11%	-$63.1K	0.07%	126
2021 Q1	$533K	Buy	25,811 +35	+0.1%	+$684	0.11%	96
2020 Q4	$414K	Sell	25,776 -952	-4%	-$13.8K	0.1%	99
2020 Q3	$307K	Buy	26,728 +1,290	+5%	+$14.4K	0.09%	99
2020 Q2	$281K	Sell	25,438 -4,352	-15%	-$46.3K	0.07%	100
2020 Q1	$266K	Buy	29,790 +5,714	+24%	+$80K	0.09%	96
2019 Q4	$411K	Buy	24,076 +692	+3%	+$11.4K	0.12%	80
2019 Q3	$368K	Buy	23,384 +40	+0.2%	+$605	0.11%	85
2019 Q2	$349K	Buy	23,344 +1,424	+6%	+$21K	0.11%	87
2019 Q1	$308K	Buy	21,920 +11,170	+104%	+$171K	0.1%	90
2018 Q4	$142K	Buy	+10,750	New	+$173K	0.06%	134
2018 Q3	–	Sell	-11,236	Closed	-$194K	–	121
2018 Q2	$194K	Buy	+11,236	New	+$210K	0.07%	114

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's RF Position: Q3 2021 in Review

Berman Capital Advisors reduced its Regions Financial (RF) stake by 6.7% in Q3 2021, selling an estimated $30.5K and leaving 21,358 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #144.

Berman Capital Advisors first reported a position in RF in Q2 2018 and has held it in 13 quarters since. The position peaked at $533K in Q1 2021. 760 funds tracked by Wall St. Rank hold RF as of Q3 2021.

Berman Capital Advisors held 21,358 shares of Regions Financial worth $454K as of Q3 2021.
Berman Capital Advisors sold 1,535 Regions Financial shares in Q3 2021, an estimated $30.5K.
Regions Financial made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #144 holding.
Berman Capital Advisors first reported a position in Regions Financial in Q2 2018 and has held it in 13 quarters since.
Berman Capital Advisors's Regions Financial position peaked at $533K in Q1 2021.
760 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.