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Curi Wealth Management’s Regions Financial RF Stock Holding History

Curi 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
Q3 		– Sell
-2,263
Closed -$42K – 585
2022
Q2 		$42K Hold
2,263
– – 0.01% 241
2022
Q1 		$50K Buy
2,263
+2,223
+5,558% +$52.3K 0.01% 216
2021
Q4 		$0 Buy
+40
New +$915 ﹤0.01% 582
2021
Q1 		– Sell
-40
Closed – – 401
2020
Q4 		$0 Buy
+40
New +$578 ﹤0.01% 494

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Curi Wealth Management's RF Position: Q3 2022 in Review

Curi Wealth Management sold out of Regions Financial (RF) in Q3 2022, closing a stake of 2,263 shares — an estimated $42K sold.

Curi Wealth Management first reported a position in RF in Q4 2020 and held it in 4 quarters. The position peaked at $50K in Q1 2022. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

  • Curi Wealth Management reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2,263 Regions Financial shares in Q3 2022, an estimated $42K.
  • Curi Wealth Management first reported a position in Regions Financial in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Regions Financial position peaked at $50K in Q1 2022.
  • 837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.