Financial Gravity Asset Management’s Regions Financial RF Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-17	Closed	-$365	–	1714
2024 Q1	$365	Hold	17	–	–	﹤0.01%	874
2023 Q4	$337	Buy	+17	New	+$282	﹤0.01%	961
2021 Q3	$21K	Hold	17	–	–	0.01%	802
2021 Q2	$20K	Buy	+17	New	+$368	0.01%	811
2020 Q4	$1K	Buy	+38	New	+$549	﹤0.01%	438
2019 Q4	$10K	Sell	603 -140	-19%	-$2.31K	0.01%	1193
2019 Q3	$12K	Sell	743 -30	-4%	-$453	0.01%	580
2019 Q2	$12K	Buy	773 +590	+322%	+$8.71K	0.01%	558
2019 Q1	$3K	Buy	+183	New	+$2.8K	﹤0.01%	864
2018 Q3	$26K	Buy	1,596 +4	+0.3%	+$75	0.03%	443
2018 Q2	$30K	Buy	1,592 +1,506	+1,751%	+$28.2K	0.03%	423
2018 Q1	$2K	Buy	+86	New	+$1.63K	﹤0.01%	997

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's RF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Regions Financial (RF) in Q2 2024, closing a stake of 17 shares — an estimated $365 sold.

Financial Gravity Asset Management first reported a position in RF in Q1 2018 and held it in 12 quarters. The position peaked at $30K in Q2 2018. 819 funds tracked by Wall St. Rank hold RF as of Q2 2024.

Financial Gravity Asset Management reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 17 Regions Financial shares in Q2 2024, an estimated $365.
Financial Gravity Asset Management first reported a position in Regions Financial in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Regions Financial position peaked at $30K in Q2 2018.
819 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.