CEDRUS’s Regions Financial RF Stock Holding History

CEDRUS’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 Q3	–	Sell	-11,383	Closed	-$228K	–	190
2024 Q2	$228K	Sell	11,383 -642	-5%	-$12.5K	0.11%	142
2024 Q1	$253K	Buy	+12,025	New	+$227K	0.14%	130

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

CEDRUS's RF Position: Q3 2024 in Review

CEDRUS sold out of Regions Financial (RF) in Q3 2024, closing a stake of 11,383 shares — an estimated $228K sold.

CEDRUS first reported a position in RF in Q1 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2024. 871 funds tracked by Wall St. Rank hold RF as of Q3 2024.

CEDRUS reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
CEDRUS sold 11,383 Regions Financial shares in Q3 2024, an estimated $228K.
CEDRUS first reported a position in Regions Financial in Q1 2024 and held it in 2 quarters.
CEDRUS's Regions Financial position peaked at $253K in Q1 2024.
871 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.