Capitolis Advisors’s Regions Financial RF Stock Holding History

Capitolis 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	–	Sell	-26,899	Closed	-$540K	–	53
2022 Q3	$540K	Hold	26,899	–	–	0.04%	50
2022 Q2	$504K	Hold	26,899	–	–	0.03%	91
2022 Q1	$599K	Hold	26,899	–	–	0.03%	92
2021 Q4	$586K	Sell	26,899 -67,674	-72%	-$1.55M	﹤0.01%	500
2021 Q3	$2.13M	Sell	94,573 -62,000	-40%	-$1.23M	0.02%	290
2021 Q2	$3.16M	Sell	156,573 -306,447	-66%	-$6.63M	0.04%	244
2021 Q1	$9.57M	Sell	463,020 -269,464	-37%	-$5.27M	0.17%	125
2020 Q4	$11.8M	Buy	+732,484	New	+$10.6M	0.2%	123

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capitolis Advisors's RF Position: Q4 2022 in Review

Capitolis Advisors sold out of Regions Financial (RF) in Q4 2022, closing a stake of 26,899 shares — an estimated $540K sold.

Capitolis Advisors first reported a position in RF in Q4 2020 and held it in 8 quarters. The position peaked at $11.8M in Q4 2020. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Capitolis Advisors reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Capitolis Advisors sold 26,899 Regions Financial shares in Q4 2022, an estimated $540K.
Capitolis Advisors first reported a position in Regions Financial in Q4 2020 and held it in 8 quarters.
Capitolis Advisors's Regions Financial position peaked at $11.8M in Q4 2020.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.