CIAS
RF icon

CFS Investment Advisory Services’s Regions Financial RF Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-44,520
Closed -$2K – 461
2022
Q1 		$2K Buy
+44,520
New +$1.05M 0.01% 295

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFS Investment Advisory Services's RF Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Regions Financial (RF) in Q2 2022, closing a stake of 44,520 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in RF in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 44,520 Regions Financial shares in Q2 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in Regions Financial in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Regions Financial position peaked at $2K in Q1 2022.
  • 802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.