CWA
RF icon

Clearview Wealth Advisors’s Regions Financial RF Stock Holding History

Clearview Wealth 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
2021
Q2 		– Sell
-2,010
Closed -$42K – 675
2021
Q1 		$42K Buy
+2,010
New +$39.3K 0.03% 243

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's RF Position: Q2 2021 in Review

Clearview Wealth Advisors sold out of Regions Financial (RF) in Q2 2021, closing a stake of 2,010 shares — an estimated $42K sold.

Clearview Wealth Advisors first reported a position in RF in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

  • Clearview Wealth Advisors reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,010 Regions Financial shares in Q2 2021, an estimated $42K.
  • Clearview Wealth Advisors first reported a position in Regions Financial in Q1 2021 and held it in 1 quarter.
  • Clearview Wealth Advisors's Regions Financial position peaked at $42K in Q1 2021.
  • 772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Clearview Wealth Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.