Edge Wealth Management’s Regions Financial RF Stock Holding History

Edge Wealth 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
2022 Q1	–	Sell	-150	Closed	-$3K	–	376
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	398
2021 Q3	$3K	Buy	+150	New	+$2.98K	﹤0.01%	404
2015 Q3	–	Sell	-13,000	Closed	-$135K	–	481
2015 Q2	$135K	Hold	13,000	–	–	0.05%	124
2015 Q1	$122K	Hold	13,000	–	–	0.04%	124
2014 Q4	$138K	Hold	13,000	–	–	0.05%	121
2014 Q3	$130K	Sell	13,000 -5,267	-29%	-$53.8K	0.05%	120
2014 Q2	$195K	Buy	18,267 +467	+3%	+$4.87K	0.08%	99
2014 Q1	$198K	Buy	17,800 +4,800	+37%	+$50.6K	0.08%	92
2013 Q4	$128K	Hold	13,000	–	–	0.06%	109
2013 Q3	$120K	Buy	+13,000	New	+$127K	0.07%	91

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Edge Wealth Management's RF Position: Q1 2022 in Review

Edge Wealth Management sold out of Regions Financial (RF) in Q1 2022, closing a stake of 150 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in RF in Q3 2013 and held it in 10 quarters. The position peaked at $198K in Q1 2014. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

Edge Wealth Management reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 150 Regions Financial shares in Q1 2022, an estimated $3K.
Edge Wealth Management first reported a position in Regions Financial in Q3 2013 and held it in 10 quarters.
Edge Wealth Management's Regions Financial position peaked at $198K in Q1 2014.
811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.