DCM Advisors’s Regions Financial RF Stock Holding History

DCM 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
2022 Q2	–	Sell	-17,000	Closed	-$378K	–	236
2022 Q1	$378K	Hold	17,000	–	–	0.13%	141
2021 Q4	$371K	Hold	17,000	–	–	0.11%	161
2021 Q3	$362K	Sell	17,000 -44,305	-72%	-$882K	0.14%	170
2021 Q2	$1.24M	Sell	61,305 -2,825	-4%	-$61.1K	0.7%	45
2021 Q1	$1.32M	Sell	64,130 -24,925	-28%	-$487K	0.77%	32
2020 Q4	$1.44M	Buy	+89,055	New	+$1.29M	0.84%	31

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

DCM Advisors's RF Position: Q2 2022 in Review

DCM Advisors sold out of Regions Financial (RF) in Q2 2022, closing a stake of 17,000 shares — an estimated $378K sold.

DCM Advisors first reported a position in RF in Q4 2020 and held it in 6 quarters. The position peaked at $1.44M in Q4 2020. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

DCM Advisors reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
DCM Advisors sold 17,000 Regions Financial shares in Q2 2022, an estimated $378K.
DCM Advisors first reported a position in Regions Financial in Q4 2020 and held it in 6 quarters.
DCM Advisors's Regions Financial position peaked at $1.44M in Q4 2020.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.