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Capital Performance Advisors’s Regions Financial RF Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-175
Closed -$4.08K – 2112
2024
Q3 		$4.08K Buy
+175
New +$3.83K ﹤0.01% 1194

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital Performance Advisors's RF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Regions Financial (RF) in Q4 2024, closing a stake of 175 shares — an estimated $4.08K sold.

Capital Performance Advisors first reported a position in RF in Q3 2024 and held it in 1 quarter. The position peaked at $4.08K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 175 Regions Financial shares in Q4 2024, an estimated $4.08K.
  • Capital Performance Advisors first reported a position in Regions Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Regions Financial position peaked at $4.08K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.