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Beverly Hills Private Wealth’s Regions Financial RF Stock Holding History

Beverly Hills Private Wealth’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
Q2 		– Sell
-10,532
Closed -$222K – 365
2024
Q1 		$222K Buy
10,532
+126
+1% +$2.38K 0.05% 327
2023
Q4 		$202K Sell
10,406
-769
-7% -$12.8K 0.05% 319
2023
Q3 		$192K Sell
11,175
-11,797
-51% -$223K 0.06% 279
2023
Q2 		$473K Buy
+22,972
New +$406K 0.08% 239

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beverly Hills Private Wealth's RF Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Regions Financial (RF) in Q2 2024, closing a stake of 10,532 shares — an estimated $222K sold.

Beverly Hills Private Wealth first reported a position in RF in Q2 2023 and held it in 4 quarters. The position peaked at $473K in Q2 2023. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,532 Regions Financial shares in Q2 2024, an estimated $222K.
  • Beverly Hills Private Wealth first reported a position in Regions Financial in Q2 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Regions Financial position peaked at $473K in Q2 2023.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.