Campbell Newman Asset Management’s Regions Financial RF Stock Holding History

Campbell Newman Asset Management’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	-660,701	Closed	-$14.2M	–	114
2022 Q4	$14.2M	Sell	660,701 -52,080	-7%	-$1.13M	1.42%	29
2022 Q3	$14.3M	Sell	712,781 -4,340	-0.6%	-$91.6K	1.61%	26
2022 Q2	$13.4M	Buy	717,121 +44,892	+7%	+$927K	1.42%	30
2022 Q1	$15M	Sell	672,229 -1,770	-0.3%	-$41.6K	1.44%	29
2021 Q4	$14.7M	Buy	673,999 +7,946	+1%	+$182K	1.31%	30
2021 Q3	$14.2M	Buy	666,053 +2,177	+0.3%	+$43.3K	1.45%	30
2021 Q2	$13.4M	Buy	663,876 +4,017	+0.6%	+$86.9K	1.31%	30
2021 Q1	$13.6M	Buy	+659,859	New	+$12.9M	1.43%	30

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Campbell Newman Asset Management's RF Position: Q1 2023 in Review

Campbell Newman Asset Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 660,701 shares — an estimated $14.2M sold.

Campbell Newman Asset Management first reported a position in RF in Q1 2021 and held it in 8 quarters. The position peaked at $15M in Q1 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

Campbell Newman Asset Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
Campbell Newman Asset Management sold 660,701 Regions Financial shares in Q1 2023, an estimated $14.2M.
Campbell Newman Asset Management first reported a position in Regions Financial in Q1 2021 and held it in 8 quarters.
Campbell Newman Asset Management's Regions Financial position peaked at $15M in Q1 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Campbell Newman Asset Management's 13F filing for Q1 2023, filed 28 Apr 2023.