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Cowen Prime Advisors’s Regions Financial RF Stock Holding History

Cowen Prime 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
2023
Q2 		$2.69K Hold
151
– – ﹤0.01% 218
2023
Q1 		$3K Buy
+151
New +$3.29K ﹤0.01% 216

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cowen Prime Advisors's RF Position: Q2 2023 in Review

Cowen Prime Advisors held its Regions Financial (RF) position steady in Q2 2023 at 151 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Cowen Prime Advisors first reported a position in RF in Q1 2023 and has held it in 2 quarters since. The position peaked at $3K in Q1 2023. 788 funds tracked by Wall St. Rank hold RF as of Q2 2023.

  • Cowen Prime Advisors held 151 shares of Regions Financial worth $2.69K as of Q2 2023.
  • Cowen Prime Advisors left its Regions Financial share count unchanged in Q2 2023.
  • Regions Financial made up ﹤0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #218 holding.
  • Cowen Prime Advisors first reported a position in Regions Financial in Q1 2023 and has held it in 2 quarters since.
  • Cowen Prime Advisors's Regions Financial position peaked at $3K in Q1 2023.
  • 788 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.