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Duality Advisers’s Regions Financial RF Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-40,554
Closed -$853K – 428
2024
Q1 		$853K Buy
40,554
+10,143
+33% +$192K 0.08% 365
2023
Q4 		$589K Sell
30,411
-142,941
-82% -$2.37M 0.06% 405
2023
Q3 		$2.98M Buy
+173,352
New +$3.28M 0.36% 78
2022
Q4 		– Sell
-12,992
Closed -$261K – 745
2022
Q3 		$261K Buy
+12,992
New +$274K 0.03% 472
2022
Q1 		– Sell
-150,825
Closed -$3.29M – 801
2021
Q4 		$3.29M Buy
+150,825
New +$3.45M 0.36% 83
2021
Q3 		– Sell
-300,505
Closed -$6.06M – 681
2021
Q2 		$6.06M Buy
300,505
+152,494
+103% +$3.3M 0.54% 37
2021
Q1 		$3.06M Sell
148,011
-478,237
-76% -$9.35M 0.27% 124
2020
Q4 		$10.1M Buy
+626,248
New +$9.06M 0.75% 18
2020
Q3 		– Sell
-233,318
Closed -$2.59M – 641
2020
Q2 		$2.59M Buy
+233,318
New +$2.48M 0.24% 119
2020
Q1 		– Sell
-158,805
Closed -$2.73M – 268
2019
Q4 		$2.73M Sell
158,805
-156,735
-50% -$2.58M 0.16% 177
2019
Q3 		$4.99M Buy
315,540
+290,550
+1,163% +$4.39M 0.28% 114
2019
Q2 		$373K Buy
+24,990
New +$369K 0.03% 216
2019
Q1 		– Sell
-69,370
Closed -$928K – 266
2018
Q4 		$928K Buy
+69,370
New +$1.11M 0.05% 179

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Duality Advisers's RF Position: Q2 2024 in Review

Duality Advisers sold out of Regions Financial (RF) in Q2 2024, closing a stake of 40,554 shares — an estimated $853K sold.

Duality Advisers first reported a position in RF in Q4 2018 and held it in 13 quarters. The position peaked at $10.1M in Q4 2020. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Duality Advisers reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 40,554 Regions Financial shares in Q2 2024, an estimated $853K.
  • Duality Advisers first reported a position in Regions Financial in Q4 2018 and held it in 13 quarters.
  • Duality Advisers's Regions Financial position peaked at $10.1M in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.