Columbus Macro’s Regions Financial RF Stock Holding History

Columbus Macro’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	-68,123	Closed	-$1.17M	–	187
2023 Q3	$1.17M	Sell	68,123 -4,203	-6%	-$79.6K	0.5%	69
2023 Q2	$1.31M	Buy	+72,326	New	+$1.28M	0.52%	61

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

Columbus Macro's RF Position: Q4 2023 in Review

Columbus Macro sold out of Regions Financial (RF) in Q4 2023, closing a stake of 68,123 shares — an estimated $1.17M sold.

Columbus Macro first reported a position in RF in Q2 2023 and held it in 2 quarters. The position peaked at $1.31M in Q2 2023. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Columbus Macro reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Columbus Macro sold 68,123 Regions Financial shares in Q4 2023, an estimated $1.17M.
Columbus Macro first reported a position in Regions Financial in Q2 2023 and held it in 2 quarters.
Columbus Macro's Regions Financial position peaked at $1.31M in Q2 2023.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Columbus Macro's 13F filing for Q4 2023, filed 19 Jan 2024.