Burt Wealth Advisors’s Regions Financial RF Stock Holding History

Burt Wealth Advisors’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
2020 Q1	–	Sell	-150	Closed	-$3K	–	424
2019 Q4	$3K	Buy	+150	New	+$2.47K	﹤0.01%	310

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's RF Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Regions Financial (RF) in Q1 2020, closing a stake of 150 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in RF in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

Burt Wealth Advisors reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 150 Regions Financial shares in Q1 2020, an estimated $3K.
Burt Wealth Advisors first reported a position in Regions Financial in Q4 2019 and held it in 1 quarter.
Burt Wealth Advisors's Regions Financial position peaked at $3K in Q4 2019.
688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.