CIR
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Clear Investment Research’s Regions Financial RF Stock Holding History

Clear Investment Research’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 		– Sell
-232
Closed -$4.5K – 253
2023
Q4 		$4.5K Buy
+232
New +$3.85K 0.01% 217
2019
Q4 		– Sell
-121
Closed -$2K – 323
2019
Q3 		$2K Hold
121
– – ﹤0.01% 124
2019
Q2 		$2K Hold
121
– – ﹤0.01% 122
2019
Q1 		$2K Hold
121
– – ﹤0.01% 119
2018
Q4 		$2K Hold
121
– – ﹤0.01% 111
2018
Q3 		$2K Buy
+121
New +$2.28K ﹤0.01% 122

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

Clear Investment Research's RF Position: Q1 2024 in Review

Clear Investment Research sold out of Regions Financial (RF) in Q1 2024, closing a stake of 232 shares — an estimated $4.5K sold.

Clear Investment Research first reported a position in RF in Q3 2018 and held it in 6 quarters. The position peaked at $4.5K in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Clear Investment Research reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 232 Regions Financial shares in Q1 2024, an estimated $4.5K.
  • Clear Investment Research first reported a position in Regions Financial in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's Regions Financial position peaked at $4.5K in Q4 2023.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.