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Cornerstone Wealth Management’s Regions Financial RF Stock Holding History

Cornerstone Wealth 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
2022
Q1 		– Sell
-12,421
Closed -$272K – 512
2021
Q4 		$272K Buy
12,421
+6
+0% +$137 0.03% 414
2021
Q3 		$265K Buy
12,415
+6
+0% +$119 0.03% 377
2021
Q2 		$250K Buy
12,409
+6
+0% +$130 0.03% 403
2021
Q1 		$256K Buy
12,403
+34
+0.3% +$665 0.03% 380
2020
Q4 		$199K Buy
12,369
+1,219
+11% +$17.6K 0.03% 399
2020
Q3 		$129K Buy
11,150
+182
+2% +$2.03K 0.02% 377
2020
Q2 		$122K Hold
10,968
– – 0.02% 366
2020
Q1 		$98K Sell
10,968
-65
-0.6% -$910 0.02% 338
2019
Q4 		$189K Hold
11,033
– – 0.03% 335
2019
Q3 		$175K Sell
11,033
-8,405
-43% -$127K 0.03% 331
2019
Q2 		$290K Buy
19,438
+2,607
+15% +$38.5K 0.05% 284
2019
Q1 		$329K Buy
16,831
+462
+3% +$7.08K 0.04% 363
2018
Q4 		$217K Sell
16,369
-130,685
-89% -$2.1M 0.05% 308
2018
Q3 		$9.8M Sell
147,054
-163,501
-53% -$3.08M 0.12% 184
2018
Q2 		$17.4M Buy
310,555
+294,062
+1,783% +$5.51M 0.2% 124
2018
Q1 		$300K Sell
16,493
-1,464
-8% -$27.7K 0.06% 292
2017
Q4 		$316K Buy
+17,957
New +$287K 0.06% 295
2017
Q3 		– Sell
-10,199
Closed -$151K – 410
2017
Q2 		$151K Buy
10,199
+51
+0.5% +$718 0.03% 369
2017
Q1 		$146K Buy
+10,148
New +$150K 0.04% 334

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

Cornerstone Wealth Management's RF Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of Regions Financial (RF) in Q1 2022, closing a stake of 12,421 shares — an estimated $272K sold.

Cornerstone Wealth Management first reported a position in RF in Q1 2017 and held it in 19 quarters. The position peaked at $17.4M in Q2 2018. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,421 Regions Financial shares in Q1 2022, an estimated $272K.
  • Cornerstone Wealth Management first reported a position in Regions Financial in Q1 2017 and held it in 19 quarters.
  • Cornerstone Wealth Management's Regions Financial position peaked at $17.4M in Q2 2018.
  • 811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.