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Centerpoint Advisors’s Regions Financial RF Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-25
Closed – – 566
2023
Q3 		$0 Hold
25
– – ﹤0.01% 619
2023
Q2 		$0 Hold
25
– – ﹤0.01% 612
2023
Q1 		$0 Hold
25
– – ﹤0.01% 636
2022
Q4 		$1K Hold
25
– – ﹤0.01% 457
2022
Q3 		$1K Hold
25
– – ﹤0.01% 361
2022
Q2 		$0 Hold
25
– – ﹤0.01% 434
2022
Q1 		$1K Hold
25
– – ﹤0.01% 378
2021
Q4 		$1K Sell
25
-75
-75% -$1.72K ﹤0.01% 404
2021
Q3 		$2K Sell
100
-50
-33% -$995 ﹤0.01% 258
2021
Q2 		$3K Sell
150
-100
-40% -$2.16K ﹤0.01% 242
2021
Q1 		$5K Buy
250
+150
+150% +$2.93K ﹤0.01% 208
2020
Q4 		$2K Buy
+100
New +$1.45K ﹤0.01% 224

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Centerpoint Advisors's RF Position: Q4 2023 in Review

Centerpoint Advisors sold out of Regions Financial (RF) in Q4 2023, closing a stake of 25 shares.

Centerpoint Advisors first reported a position in RF in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q1 2021. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Centerpoint Advisors reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 25 Regions Financial shares in Q4 2023.
  • Centerpoint Advisors first reported a position in Regions Financial in Q4 2020 and held it in 12 quarters.
  • Centerpoint Advisors's Regions Financial position peaked at $5K in Q1 2021.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.