Evolution Wealth Advisors’s Regions Financial RF Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-433	Closed	-$9K	–	524
2021 Q3	$9K	Hold	433	–	–	﹤0.01%	414
2021 Q2	$9K	Hold	433	–	–	﹤0.01%	426
2021 Q1	$9K	Hold	433	–	–	﹤0.01%	432
2020 Q4	$7K	Hold	433	–	–	﹤0.01%	401
2020 Q3	$5K	Hold	433	–	–	﹤0.01%	442
2020 Q2	$5K	Buy	+433	New	+$4.61K	﹤0.01%	373
2020 Q1	–	Sell	-116	Closed	-$2K	–	578
2019 Q4	$2K	Buy	+116	New	+$1.91K	﹤0.01%	594
2019 Q3	–	Sell	-137	Closed	-$2K	–	571
2019 Q2	$2K	Buy	+137	New	+$2.02K	﹤0.01%	438

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TIM

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

Evolution Wealth Advisors's RF Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Regions Financial (RF) in Q4 2021, closing a stake of 433 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in RF in Q2 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

Evolution Wealth Advisors reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 433 Regions Financial shares in Q4 2021, an estimated $9K.
Evolution Wealth Advisors first reported a position in Regions Financial in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Regions Financial position peaked at $9K in Q3 2021.
835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.