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Blueprint Investment Partners’s Regions Financial RF Stock Holding History

Blueprint Investment Partners’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
Q1 		– Sell
-10,277
Closed -$222K – 273
2022
Q4 		$222K Buy
10,277
+583
+6% +$12.6K 0.05% 204
2022
Q3 		$195K Buy
+9,694
New +$205K 0.05% 131

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blueprint Investment Partners's RF Position: Q1 2023 in Review

Blueprint Investment Partners sold out of Regions Financial (RF) in Q1 2023, closing a stake of 10,277 shares — an estimated $222K sold.

Blueprint Investment Partners first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $222K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Blueprint Investment Partners reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 10,277 Regions Financial shares in Q1 2023, an estimated $222K.
  • Blueprint Investment Partners first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • Blueprint Investment Partners's Regions Financial position peaked at $222K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Blueprint Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.