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Disciplined Investments’s Regions Financial RF Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-78
Closed -$1.39K – 1223
2023
Q2 		$1.39K Sell
78
-21
-21% -$371 ﹤0.01% 816
2023
Q1 		$1.84K Buy
99
+24
+32% +$523 ﹤0.01% 702
2022
Q4 		$1.62K Sell
75
-12
-14% -$260 ﹤0.01% 699
2022
Q3 		$2K Sell
87
-14
-14% -$296 ﹤0.01% 706
2022
Q2 		$2K Buy
101
+20
+25% +$413 ﹤0.01% 723
2022
Q1 		$2K Buy
+81
New +$1.91K ﹤0.01% 769

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Disciplined Investments's RF Position: Q3 2023 in Review

Disciplined Investments sold out of Regions Financial (RF) in Q3 2023, closing a stake of 78 shares — an estimated $1.39K sold.

Disciplined Investments first reported a position in RF in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Disciplined Investments reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 78 Regions Financial shares in Q3 2023, an estimated $1.39K.
  • Disciplined Investments first reported a position in Regions Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Regions Financial position peaked at $2K in Q3 2022.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.