FDx Advisors’s Regency Centers REG Stock Holding History

FDx Advisors’s Portfolio REG Stock Details REG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,522	Closed	-$283K	–	822
2023 Q1	$283K	Hold	4,522	–	–	0.01%	594
2022 Q4	$283K	Sell	4,522 -277	-6%	-$17K	0.01%	594
2022 Q3	$258K	Sell	4,799 -139	-3%	-$8.5K	0.01%	602
2022 Q2	$293K	Buy	+4,938	New	+$327K	0.01%	642

Other funds holding REG

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FDx Advisors's REG Position: Q2 2023 in Review

FDx Advisors sold out of Regency Centers (REG) in Q2 2023, closing a stake of 4,522 shares — an estimated $283K sold.

FDx Advisors first reported a position in REG in Q2 2022 and held it in 4 quarters. The position peaked at $293K in Q2 2022. 425 funds tracked by Wall St. Rank hold REG as of Q2 2023.

FDx Advisors reported no remaining Regency Centers position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 4,522 Regency Centers shares in Q2 2023, an estimated $283K.
FDx Advisors first reported a position in Regency Centers in Q2 2022 and held it in 4 quarters.
FDx Advisors's Regency Centers position peaked at $293K in Q2 2022.
425 funds tracked by Wall St. Rank held Regency Centers as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.