Caitlin John’s Regions Financial RF Stock Holding History

Caitlin John’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 Q3	–	Sell	-1	Closed	-$20	–	929
2024 Q2	$20	Sell	1 -16	-94%	-$310	﹤0.01%	857
2024 Q1	$362	Sell	17 -4	-19%	-$76	﹤0.01%	819
2023 Q4	$413	Buy	+21	New	+$348	﹤0.01%	815

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Caitlin John's RF Position: Q3 2024 in Review

Caitlin John sold out of Regions Financial (RF) in Q3 2024, closing a stake of 1 share — an estimated $20 sold.

Caitlin John first reported a position in RF in Q4 2023 and held it in 3 quarters. The position peaked at $413 in Q4 2023. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

Caitlin John reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 1 Regions Financial share in Q3 2024, an estimated $20.
Caitlin John first reported a position in Regions Financial in Q4 2023 and held it in 3 quarters.
Caitlin John's Regions Financial position peaked at $413 in Q4 2023.
870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.