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Cetera Advisors’s Regions Financial RF Stock Holding History

Cetera 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
2024
Q1 		$977K Buy
46,441
+17,924
+63% +$339K 0.01% 1173
2023
Q4 		$553K Sell
28,517
-720
-2% -$11.9K 0.01% 1072
2023
Q3 		$503K Buy
29,237
+5,370
+22% +$102K 0.01% 1071
2023
Q2 		$425K Buy
23,867
+2,577
+12% +$45.5K 0.01% 1141
2023
Q1 		$395K Sell
21,290
-151
-0.7% -$3.29K 0.01% 1140
2022
Q4 		$462K Buy
21,441
+1,478
+7% +$32K 0.01% 1016
2022
Q3 		$401K Buy
19,963
+475
+2% +$10K 0.01% 879
2022
Q2 		$365K Buy
19,488
+2,445
+14% +$50.5K 0.01% 971
2022
Q1 		$379K Sell
17,043
-1,584
-9% -$37.3K 0.01% 1001
2021
Q4 		$406K Sell
18,627
-1,335
-7% -$30.5K 0.01% 978
2021
Q3 		$425K Buy
19,962
+1,875
+10% +$37.3K 0.01% 940
2021
Q2 		$365K Sell
18,087
-9,109
-33% -$197K 0.01% 958
2021
Q1 		$562K Buy
27,196
+2,916
+12% +$57K 0.02% 694
2020
Q4 		$391K Buy
24,280
+12,265
+102% +$177K 0.01% 726
2020
Q3 		$139K Buy
+12,015
New +$134K 0.01% 907
2020
Q1 		– Sell
-16,355
Closed -$280K – 931
2019
Q4 		$280K Buy
16,355
+1,735
+12% +$28.6K 0.01% 739
2019
Q3 		$229K Sell
14,620
-769
-5% -$11.6K 0.01% 782
2019
Q2 		$228K Buy
+15,389
New +$227K 0.01% 809

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors's RF Position: Q1 2024 in Review

Cetera Advisors increased its Regions Financial (RF) stake by 63% in Q1 2024, buying an estimated $339K and bringing the position to 46,441 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #1173.

Cetera Advisors first reported a position in RF in Q2 2019 and has held it in 18 quarters since. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Cetera Advisors held 46,441 shares of Regions Financial worth $977K as of Q1 2024.
  • Cetera Advisors bought 17,924 Regions Financial shares in Q1 2024, an estimated $339K.
  • Regions Financial made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1173 holding.
  • Cetera Advisors first reported a position in Regions Financial in Q2 2019 and has held it in 18 quarters since.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.