CPC
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Consolidated Planning Corp’s Regions Financial RF Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-126
Closed -$3K – 362
2021
Q3 		$3K Buy
+126
New +$2.51K ﹤0.01% 394

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Consolidated Planning Corp's RF Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Regions Financial (RF) in Q4 2021, closing a stake of 126 shares — an estimated $3K sold.

Consolidated Planning Corp first reported a position in RF in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 126 Regions Financial shares in Q4 2021, an estimated $3K.
  • Consolidated Planning Corp first reported a position in Regions Financial in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Regions Financial position peaked at $3K in Q3 2021.
  • 835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.