Capital Advisory Group Advisory Services’s Regions Financial RF Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q3	–	Sell	-352	Closed	-$7K	–	565
2021 Q2	$7K	Hold	352	–	–	﹤0.01%	436
2021 Q1	$7K	Hold	352	–	–	﹤0.01%	425
2020 Q4	$6K	Buy	+352	New	+$5.09K	﹤0.01%	421

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Capital Advisory Group Advisory Services's RF Position: Q3 2021 in Review

Capital Advisory Group Advisory Services sold out of Regions Financial (RF) in Q3 2021, closing a stake of 352 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in RF in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 759 funds tracked by Wall St. Rank hold RF as of Q3 2021.

Capital Advisory Group Advisory Services reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 352 Regions Financial shares in Q3 2021, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in Regions Financial in Q4 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Regions Financial position peaked at $7K in Q2 2021.
759 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.