EWM
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Evermay Wealth Management’s Regions Financial RF Stock Holding History

Evermay 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
2024
Q1 		– Sell
-18
Closed -$349 – 706
2023
Q4 		$349 Buy
+18
New +$299 ﹤0.01% 626
2021
Q3 		– Sell
-1,358
Closed -$27K – 514
2021
Q2 		$27K Buy
+1,358
New +$29.4K 0.01% 335

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

Evermay Wealth Management's RF Position: Q1 2024 in Review

Evermay Wealth Management sold out of Regions Financial (RF) in Q1 2024, closing a stake of 18 shares — an estimated $349 sold.

Evermay Wealth Management first reported a position in RF in Q2 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Evermay Wealth Management reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 18 Regions Financial shares in Q1 2024, an estimated $349.
  • Evermay Wealth Management first reported a position in Regions Financial in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Regions Financial position peaked at $27K in Q2 2021.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.