Capital Advisors Inc’s Regions Financial RF Stock Holding History

Capital Advisors Inc’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 Q1	–	Sell	-100,100	Closed	-$1.94M	–	317
2023 Q4	$1.94M	Buy	+100,100	New	+$1.66M	0.04%	138

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Capital Advisors Inc's RF Position: Q1 2024 in Review

Capital Advisors Inc sold out of Regions Financial (RF) in Q1 2024, closing a stake of 100,100 shares — an estimated $1.94M sold.

Capital Advisors Inc first reported a position in RF in Q4 2023 and held it in 1 quarter. The position peaked at $1.94M in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

Capital Advisors Inc reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
Capital Advisors Inc sold 100,100 Regions Financial shares in Q1 2024, an estimated $1.94M.
Capital Advisors Inc first reported a position in Regions Financial in Q4 2023 and held it in 1 quarter.
Capital Advisors Inc's Regions Financial position peaked at $1.94M in Q4 2023.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Capital Advisors Inc's 13F filing for Q1 2024, filed 29 Apr 2024.