BKM Wealth Management’s Regions Financial RF Stock Holding History

BKM 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
2024 Q1	–	Sell	-52	Closed	-$1.01K	–	473
2023 Q4	$1.01K	Buy	+52	New	+$863	﹤0.01%	580

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BKM Wealth Management's RF Position: Q1 2024 in Review

BKM Wealth Management sold out of Regions Financial (RF) in Q1 2024, closing a stake of 52 shares — an estimated $1.01K sold.

BKM Wealth Management first reported a position in RF in Q4 2023 and held it in 1 quarter. The position peaked at $1.01K in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

BKM Wealth Management reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 52 Regions Financial shares in Q1 2024, an estimated $1.01K.
BKM Wealth Management first reported a position in Regions Financial in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Regions Financial position peaked at $1.01K in Q4 2023.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.