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Evoke Wealth’s Regions Financial RF Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-1,348
Closed -$27K – 966
2022
Q3 		$27K Sell
1,348
-1,272
-49% -$26.9K ﹤0.01% 599
2022
Q2 		$49K Buy
2,620
+1,272
+94% +$26.3K ﹤0.01% 520
2022
Q1 		$30K Buy
1,348
+160
+13% +$3.77K ﹤0.01% 592
2021
Q4 		$26K Sell
1,188
-40
-3% -$915 ﹤0.01% 641
2021
Q3 		$26K Hold
1,228
– – ﹤0.01% 597
2021
Q2 		$25K Sell
1,228
-300
-20% -$6.49K ﹤0.01% 620
2021
Q1 		$32K Buy
1,528
+258
+20% +$5.04K ﹤0.01% 513
2020
Q4 		$21K Hold
1,270
– – ﹤0.01% 497
2020
Q3 		$15K Sell
1,270
-99
-7% -$1.1K ﹤0.01% 514
2020
Q2 		$15K Sell
1,369
-38
-3% -$404 ﹤0.01% 510
2020
Q1 		$12.8K Sell
1,407
-3,316
-70% -$46.4K ﹤0.01% 486
2019
Q4 		$81.8K Sell
4,723
-14
-0.3% -$231 0.01% 345
2019
Q3 		$75.7K Buy
+4,737
New +$71.6K 0.01% 413

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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

Evoke Wealth's RF Position: Q4 2022 in Review

Evoke Wealth sold out of Regions Financial (RF) in Q4 2022, closing a stake of 1,348 shares — an estimated $27K sold.

Evoke Wealth first reported a position in RF in Q3 2019 and held it in 13 quarters. The position peaked at $81.8K in Q4 2019. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Evoke Wealth reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,348 Regions Financial shares in Q4 2022, an estimated $27K.
  • Evoke Wealth first reported a position in Regions Financial in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Regions Financial position peaked at $81.8K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.