Clear Creek Financial Management’s Regions Financial RF Stock Holding History

Clear Creek Financial Management’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
2023 Q4	–	Sell	-11,093	Closed	-$191K	–	369
2023 Q3	$191K	Sell	11,093 -712	-6%	-$13.5K	0.03%	301
2023 Q2	$210K	Sell	11,805 -3,203	-21%	-$56.5K	0.04%	296
2023 Q1	$279K	Buy	15,008 +246	+2%	+$5.36K	0.05%	234
2022 Q4	$318K	Sell	14,762 -2,334	-14%	-$50.6K	0.07%	201
2022 Q3	$343K	Buy	17,096 +1,594	+10%	+$33.7K	0.08%	179
2022 Q2	$291K	Buy	15,502 +1,840	+13%	+$38K	0.06%	219
2022 Q1	$304K	Buy	+13,662	New	+$321K	0.05%	246

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Clear Creek Financial Management's RF Position: Q4 2023 in Review

Clear Creek Financial Management sold out of Regions Financial (RF) in Q4 2023, closing a stake of 11,093 shares — an estimated $191K sold.

Clear Creek Financial Management first reported a position in RF in Q1 2022 and held it in 7 quarters. The position peaked at $343K in Q3 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Clear Creek Financial Management reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 11,093 Regions Financial shares in Q4 2023, an estimated $191K.
Clear Creek Financial Management first reported a position in Regions Financial in Q1 2022 and held it in 7 quarters.
Clear Creek Financial Management's Regions Financial position peaked at $343K in Q3 2022.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.