CFFP
RF icon

Center for Financial Planning’s Regions Financial RF Stock Holding History

Center for Financial Planning’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
-406
Closed -$8K – 639
2022
Q3 		$8K Buy
+406
New +$8.57K ﹤0.01% 383

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

Center for Financial Planning's RF Position: Q4 2022 in Review

Center for Financial Planning sold out of Regions Financial (RF) in Q4 2022, closing a stake of 406 shares — an estimated $8K sold.

Center for Financial Planning first reported a position in RF in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Center for Financial Planning reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 406 Regions Financial shares in Q4 2022, an estimated $8K.
  • Center for Financial Planning first reported a position in Regions Financial in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Regions Financial position peaked at $8K in Q3 2022.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.