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Cerity Partners OCIO’s Regions Financial RF Stock Holding History

Cerity Partners OCIO’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
2020
Q4 		– Sell
-166,066
Closed -$1.92M – 372
2020
Q3 		$1.92M Buy
166,066
+6,427
+4% +$71.7K 0.09% 105
2020
Q2 		$1.77M Buy
+159,639
New +$1.7M 0.09% 116

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners OCIO's RF Position: Q4 2020 in Review

Cerity Partners OCIO sold out of Regions Financial (RF) in Q4 2020, closing a stake of 166,066 shares — an estimated $1.92M sold.

Cerity Partners OCIO first reported a position in RF in Q2 2020 and held it in 2 quarters. The position peaked at $1.92M in Q3 2020. 718 funds tracked by Wall St. Rank hold RF as of Q4 2020.

  • Cerity Partners OCIO reported no remaining Regions Financial position as of Q4 2020 after selling out during the quarter.
  • Cerity Partners OCIO sold 166,066 Regions Financial shares in Q4 2020, an estimated $1.92M.
  • Cerity Partners OCIO first reported a position in Regions Financial in Q2 2020 and held it in 2 quarters.
  • Cerity Partners OCIO's Regions Financial position peaked at $1.92M in Q3 2020.
  • 718 funds tracked by Wall St. Rank held Regions Financial as of Q4 2020.

Based on Cerity Partners OCIO's 13F filing for Q4 2020, filed 10 Feb 2021.