Desjardins Global Asset Management’s Regions Financial RF Stock Holding History

Desjardins Global Asset 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
2023 Q4	$53.4K	Sell	2,757 -10,172	-79%	-$169K	0.01%	535
2023 Q3	$222K	Buy	12,929 +1,292	+11%	+$24.5K	0.02%	355
2023 Q2	$207K	Sell	11,637 -1,366	-11%	-$24.1K	0.02%	424
2023 Q1	$241K	Buy	13,003 +4,397	+51%	+$95.7K	0.03%	379
2022 Q4	$185K	Buy	8,606 +196	+2%	+$4.25K	0.03%	348
2022 Q3	$168K	Hold	8,410	–	–	0.02%	358
2022 Q2	$157K	Sell	8,410 -8,407	-50%	-$174K	0.02%	361
2022 Q1	$374K	Buy	16,817 +1,191	+8%	+$28K	0.03%	292
2021 Q4	$340K	Buy	+15,626	New	+$357K	0.03%	321

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

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

Desjardins Global Asset Management's RF Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Regions Financial (RF) stake by 79% in Q4 2023, selling an estimated $169K and leaving 2,757 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #535.

Desjardins Global Asset Management first reported a position in RF in Q4 2021 and has held it in 9 quarters since. The position peaked at $374K in Q1 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Desjardins Global Asset Management held 2,757 shares of Regions Financial worth $53.4K as of Q4 2023.
Desjardins Global Asset Management sold 10,172 Regions Financial shares in Q4 2023, an estimated $169K.
Regions Financial made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #535 holding.
Desjardins Global Asset Management first reported a position in Regions Financial in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Regions Financial position peaked at $374K in Q1 2022.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.