Claraphi Advisory Network’s Regions Financial RF Stock Holding History

Claraphi Advisory Network’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 Q4	$858K	Buy	39,782 +19,891	+100%	+$431K	0.34%	88
2022 Q3	$399K	Sell	19,891 -1,800	-8%	-$38K	0.22%	120
2022 Q2	$407K	Sell	21,691 -600	-3%	-$12.4K	0.14%	160
2022 Q1	$496K	Hold	22,291	–	–	0.14%	149
2021 Q4	$486K	Sell	22,291 -400	-2%	-$9.15K	0.17%	150
2021 Q3	$484K	Buy	22,691 +1,900	+9%	+$37.8K	0.17%	149
2021 Q2	$420K	Hold	20,791	–	–	0.13%	190
2021 Q1	$430K	Hold	20,791	–	–	0.12%	179
2020 Q4	$335K	Hold	20,791	–	–	0.09%	195
2020 Q3	$240K	Hold	20,791	–	–	0.09%	200
2020 Q2	$231K	Hold	20,791	–	–	0.1%	205
2020 Q1	$186K	Buy	20,791 +900	+5%	+$12.6K	0.09%	205
2019 Q4	$341K	Hold	19,891	–	–	0.21%	118
2019 Q3	$315K	Hold	19,891	–	–	0.19%	123
2019 Q2	$297K	Hold	19,891	–	–	0.17%	154
2019 Q1	$281K	Hold	19,891	–	–	0.18%	152
2018 Q4	$266K	Hold	19,891	–	–	0.2%	137
2018 Q3	$365K	Sell	19,891 -314	-2%	-$5.91K	0.2%	123
2018 Q2	$359K	Buy	20,205 +314	+2%	+$5.88K	0.23%	123
2018 Q1	$370K	Sell	19,891 -8	-0%	-$152	0.26%	110
2017 Q4	$344K	Buy	+19,899	New	+$318K	0.27%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Claraphi Advisory Network's RF Position: Q4 2022 in Review

Claraphi Advisory Network increased its Regions Financial (RF) stake by 100% in Q4 2022, buying an estimated $431K and bringing the position to 39,782 shares worth $858K. The position accounts for 0.34% of the portfolio, ranked #88.

Claraphi Advisory Network first reported a position in RF in Q4 2017 and has held it in 21 quarters since. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Claraphi Advisory Network held 39,782 shares of Regions Financial worth $858K as of Q4 2022.
Claraphi Advisory Network bought 19,891 Regions Financial shares in Q4 2022, an estimated $431K.
Regions Financial made up 0.34% of Claraphi Advisory Network's portfolio in Q4 2022, its #88 holding.
Claraphi Advisory Network first reported a position in Regions Financial in Q4 2017 and has held it in 21 quarters since.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.