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Detalus Advisors’s Regions Financial RF Stock Holding History

Detalus 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
2020
Q4 		– Sell
-10,000
Closed -$115K – 100
2020
Q3 		$115K Sell
10,000
-250
-2% -$2.79K 0.08% 86
2020
Q2 		$114K Sell
10,250
-250
-2% -$2.66K 0.09% 91
2020
Q1 		$94K Sell
10,500
-650
-6% -$9.11K 0.09% 85
2019
Q4 		$191K Buy
+11,150
New +$184K 0.14% 96

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Detalus Advisors's RF Position: Q4 2020 in Review

Detalus Advisors sold out of Regions Financial (RF) in Q4 2020, closing a stake of 10,000 shares — an estimated $115K sold.

Detalus Advisors first reported a position in RF in Q4 2019 and held it in 4 quarters. The position peaked at $191K in Q4 2019. 718 funds tracked by Wall St. Rank hold RF as of Q4 2020.

  • Detalus Advisors reported no remaining Regions Financial position as of Q4 2020 after selling out during the quarter.
  • Detalus Advisors sold 10,000 Regions Financial shares in Q4 2020, an estimated $115K.
  • Detalus Advisors first reported a position in Regions Financial in Q4 2019 and held it in 4 quarters.
  • Detalus Advisors's Regions Financial position peaked at $191K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Regions Financial as of Q4 2020.

Based on Detalus Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.