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CCM Investment Advisers’s Regions Financial RF Stock Holding History

CCM Investment Advisers’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
-452,764
Closed -$9.09M – 75
2022
Q3 		$9.09M Buy
452,764
+67,563
+18% +$1.43M 1.55% 36
2022
Q2 		$7.22M Sell
385,201
-65,275
-14% -$1.35M 1.16% 50
2022
Q1 		$10M Buy
+450,476
New +$10.6M 1.37% 48

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

CCM Investment Advisers's RF Position: Q4 2022 in Review

CCM Investment Advisers sold out of Regions Financial (RF) in Q4 2022, closing a stake of 452,764 shares — an estimated $9.09M sold.

CCM Investment Advisers first reported a position in RF in Q1 2022 and held it in 3 quarters. The position peaked at $10M in Q1 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • CCM Investment Advisers reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • CCM Investment Advisers sold 452,764 Regions Financial shares in Q4 2022, an estimated $9.09M.
  • CCM Investment Advisers first reported a position in Regions Financial in Q1 2022 and held it in 3 quarters.
  • CCM Investment Advisers's Regions Financial position peaked at $10M in Q1 2022.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on CCM Investment Advisers's 13F filing for Q4 2022, filed 15 Feb 2023.