CSat Investment Advisory’s Regions Financial RF Stock Holding History

CSat Investment Advisory’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 Q1	$37K	Sell	1,794 -728	-29%	-$14.2K	0.03%	267
2020 Q4	$41K	Sell	2,522 -3,232	-56%	-$46.7K	0.04%	189
2020 Q3	$66K	Buy	5,754 +695	+14%	+$7.75K	0.01%	623
2020 Q2	$56K	Buy	5,059 +1,338	+36%	+$14.2K	0.01%	660
2020 Q1	$34K	Buy	3,721 +269	+8%	+$3.77K	0.01%	626
2019 Q4	$59K	Sell	3,452 -25,191	-88%	-$415K	0.02%	574
2019 Q3	$453K	Buy	28,643 +853	+3%	+$12.9K	0.14%	138
2019 Q2	$416K	Buy	27,790 +2,334	+9%	+$34.5K	0.15%	110
2019 Q1	$360K	Buy	25,456 +3,324	+15%	+$50.9K	0.18%	92
2018 Q4	$296K	Sell	22,132 -40,070	-64%	-$644K	0.18%	91
2018 Q3	$1.14M	Buy	62,202 +14,900	+31%	+$280K	0.65%	40
2018 Q2	$841K	Buy	+47,302	New	+$886K	0.45%	54

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's RF Position: Q1 2021 in Review

CSat Investment Advisory reduced its Regions Financial (RF) stake by 29% in Q1 2021, selling an estimated $14.2K and leaving 1,794 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #267.

CSat Investment Advisory first reported a position in RF in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2018. 758 funds tracked by Wall St. Rank hold RF as of Q1 2021.

CSat Investment Advisory held 1,794 shares of Regions Financial worth $37K as of Q1 2021.
CSat Investment Advisory sold 728 Regions Financial shares in Q1 2021, an estimated $14.2K.
Regions Financial made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #267 holding.
CSat Investment Advisory first reported a position in Regions Financial in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Regions Financial position peaked at $1.14M in Q3 2018.
758 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.