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Evelyn V. Moreno’s Regions Financial RF Stock Holding History

Evelyn V. Moreno’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 		$226K Hold
11,685
– – 0.11% 129
2023
Q3 		$201K Hold
11,685
– – 0.04% 134
2023
Q2 		$208K Hold
11,685
– – 0.04% 119
2023
Q1 		$217K Hold
11,685
– – 0.05% 114
2022
Q4 		$252K Hold
11,685
– – 0.06% 145
2022
Q3 		$235K Hold
11,685
– – 0.11% 131
2022
Q2 		$219K Hold
11,685
– – 0.05% 149
2022
Q1 		$260K Buy
+11,685
New +$275K 0.05% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Evelyn V. Moreno's RF Position: Q4 2023 in Review

Evelyn V. Moreno held its Regions Financial (RF) position steady in Q4 2023 at 11,685 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #129.

Evelyn V. Moreno first reported a position in RF in Q1 2022 and has held it in 8 quarters since. The position peaked at $260K in Q1 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Evelyn V. Moreno held 11,685 shares of Regions Financial worth $226K as of Q4 2023.
  • Evelyn V. Moreno left its Regions Financial share count unchanged in Q4 2023.
  • Regions Financial made up 0.11% of Evelyn V. Moreno's portfolio in Q4 2023, its #129 holding.
  • Evelyn V. Moreno first reported a position in Regions Financial in Q1 2022 and has held it in 8 quarters since.
  • Evelyn V. Moreno's Regions Financial position peaked at $260K in Q1 2022.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.