Burney Company’s Regions Financial RF Stock Holding History

Burney Company’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 Q4	–	Sell	-12,701	Closed	-$218K	–	597
2023 Q3	$218K	Sell	12,701 -2,184	-15%	-$41.4K	0.01%	531
2023 Q2	$265K	Sell	14,885 -76,293	-84%	-$1.35M	0.01%	506
2023 Q1	$1.69M	Buy	91,178 +4,389	+5%	+$95.6K	0.08%	244
2022 Q4	$1.87M	Buy	+86,789	New	+$1.88M	0.09%	211
2022 Q2	–	Sell	-14,867	Closed	-$331K	–	572
2022 Q1	$331K	Sell	14,867 -42,303	-74%	-$995K	0.02%	474
2021 Q4	$1.25M	Buy	57,170 +43,334	+313%	+$991K	0.05%	294
2021 Q3	$295K	Hold	13,836	–	–	0.01%	484
2021 Q2	$279K	Sell	13,836 -50,684	-79%	-$1.1M	0.01%	511
2021 Q1	$1.33M	Buy	64,520 +50,684	+366%	+$991K	0.07%	279
2020 Q4	$223K	Hold	13,836	–	–	0.01%	490
2020 Q3	$160K	Sell	13,836 -2,601	-16%	-$29K	0.01%	487
2020 Q2	$183K	Hold	16,437	–	–	0.01%	468
2020 Q1	$147K	Buy	+16,437	New	+$230K	0.01%	412

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Burney Company's RF Position: Q4 2023 in Review

Burney Company sold out of Regions Financial (RF) in Q4 2023, closing a stake of 12,701 shares — an estimated $218K sold.

Burney Company first reported a position in RF in Q1 2020 and held it in 13 quarters. The position peaked at $1.87M in Q4 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Burney Company reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Burney Company sold 12,701 Regions Financial shares in Q4 2023, an estimated $218K.
Burney Company first reported a position in Regions Financial in Q1 2020 and held it in 13 quarters.
Burney Company's Regions Financial position peaked at $1.87M in Q4 2022.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Burney Company's 13F filing for Q4 2023, filed 12 Feb 2024.