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Capital Directions Investment Advisors’s Regions Financial RF Stock Holding History

Capital Directions Investment 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
2022
Q4 		$9.66K Buy
+448
New +$9.71K ﹤0.01% 207
2022
Q3 		– Sell
-448
Closed -$9.46K – 190
2022
Q2 		$8K Sell
448
-25
-5% -$516 ﹤0.01% 219
2022
Q1 		$11K Buy
+473
New +$11.1K ﹤0.01% 229

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital Directions Investment Advisors's RF Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Regions Financial (RF) in Q4 2022: 448 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in RF as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in RF in Q1 2022 and has held it in 3 quarters since. The position peaked at $11K in Q1 2022. 882 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Capital Directions Investment Advisors held 448 shares of Regions Financial worth $9.66K as of Q4 2022.
  • Regions Financial was a new Capital Directions Investment Advisors position in Q4 2022.
  • Regions Financial made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #207 holding.
  • Capital Directions Investment Advisors first reported a position in Regions Financial in Q1 2022 and has held it in 3 quarters since.
  • Capital Directions Investment Advisors's Regions Financial position peaked at $11K in Q1 2022.
  • 882 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.