BSW Wealth Partners’s Regions Financial RF Stock Holding History

BSW Wealth 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
2022 Q4	–	Sell	-14,402	Closed	-$289K	–	327
2022 Q3	$289K	Buy	+14,402	New	+$304K	0.07%	191

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BSW Wealth Partners's RF Position: Q4 2022 in Review

BSW Wealth Partners sold out of Regions Financial (RF) in Q4 2022, closing a stake of 14,402 shares — an estimated $289K sold.

BSW Wealth Partners first reported a position in RF in Q3 2022 and held it in 1 quarter. The position peaked at $289K in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

BSW Wealth Partners reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
BSW Wealth Partners sold 14,402 Regions Financial shares in Q4 2022, an estimated $289K.
BSW Wealth Partners first reported a position in Regions Financial in Q3 2022 and held it in 1 quarter.
BSW Wealth Partners's Regions Financial position peaked at $289K in Q3 2022.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.