Certified Advisory Corp’s Regions Financial RF Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-1,990	Closed	-$41K	–	612
2021 Q1	$41K	Buy	+1,990	New	+$38.9K	0.01%	379
2020 Q2	$21K	Hold	1,851	–	–	0.01%	434
2020 Q1	$17K	Hold	1,851	–	–	0.01%	446
2019 Q4	$32K	Hold	1,851	–	–	0.01%	386
2019 Q3	$29K	Hold	1,851	–	–	0.01%	411
2019 Q2	$28K	Hold	1,851	–	–	0.01%	419
2019 Q1	$26K	Hold	1,851	–	–	0.01%	405
2018 Q4	$25K	Hold	1,851	–	–	0.01%	385
2018 Q3	$34K	Hold	1,851	–	–	0.02%	345
2018 Q2	$33K	Sell	1,851 -1,005	-35%	-$18.8K	0.02%	339
2018 Q1	$53K	Buy	2,856 +5	+0.2%	+$95	0.03%	260
2017 Q4	$49K	Buy	+2,851	New	+$45.6K	0.04%	240

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Certified Advisory Corp's RF Position: Q2 2021 in Review

Certified Advisory Corp sold out of Regions Financial (RF) in Q2 2021, closing a stake of 1,990 shares — an estimated $41K sold.

Certified Advisory Corp first reported a position in RF in Q4 2017 and held it in 12 quarters. The position peaked at $53K in Q1 2018. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

Certified Advisory Corp reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,990 Regions Financial shares in Q2 2021, an estimated $41K.
Certified Advisory Corp first reported a position in Regions Financial in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Regions Financial position peaked at $53K in Q1 2018.
772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.