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Financial Advocates Investment Management’s Regions Financial RF Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-6,240
Closed -$293K – 841
2022
Q3 		$293K Buy
+6,240
New +$132K 0.02% 548

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Financial Advocates Investment Management's RF Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Regions Financial (RF) in Q4 2022, closing a stake of 6,240 shares — an estimated $293K sold.

Financial Advocates Investment Management first reported a position in RF in Q3 2022 and held it in 1 quarter. The position peaked at $293K in Q3 2022. 882 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,240 Regions Financial shares in Q4 2022, an estimated $293K.
  • Financial Advocates Investment Management first reported a position in Regions Financial in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Regions Financial position peaked at $293K in Q3 2022.
  • 882 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.