Carroll Investors’s Regions Financial RF Stock Holding History

Carroll Investors’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 Q2	–	Sell	-147	Closed	-$3K	–	135
2022 Q1	$3K	Hold	147	–	–	﹤0.01%	156
2021 Q4	$3K	Buy	+147	New	+$3.36K	﹤0.01%	170

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Investors's RF Position: Q2 2022 in Review

Carroll Investors sold out of Regions Financial (RF) in Q2 2022, closing a stake of 147 shares — an estimated $3K sold.

Carroll Investors first reported a position in RF in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

Carroll Investors reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 147 Regions Financial shares in Q2 2022, an estimated $3K.
Carroll Investors first reported a position in Regions Financial in Q4 2021 and held it in 2 quarters.
Carroll Investors's Regions Financial position peaked at $3K in Q1 2022.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.