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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
-169
Closed -$3.59K – 2214
2024
Q1 		$3.59K Buy
169
+135
+397% +$2.55K ﹤0.01% 948
2023
Q4 		$586 Buy
34
+17
+100% +$282 ﹤0.01% 1132
2023
Q3 		$249 Sell
17
-1
-6% -$19 ﹤0.01% 920
2023
Q2 		$12K Sell
18
-1
-5% -$18 0.03% 267
2023
Q1 		$279 Sell
19
-3
-14% -$65 0.01% 556
2022
Q4 		$12.1K Sell
22
-118
-84% -$2.56K 0.06% 199
2022
Q3 		$316 Buy
140
+7
+5% +$148 0.01% 467
2022
Q2 		$296 Sell
133
-43
-24% -$888 0.01% 468
2022
Q1 		$353 Buy
176
+44
+33% +$1.03K 0.01% 472
2021
Q4 		$338 Buy
132
+115
+676% +$2.63K 0.01% 551
2021
Q3 		$21K Hold
17
– – 0.01% 802
2021
Q2 		$20K Sell
17
-20
-54% -$433 0.01% 811
2021
Q1 		$769 Sell
37
-1
-3% -$20 0.02% 353
2020
Q4 		$1K Buy
+38
New +$549 ﹤0.01% 438
2020
Q1 		– Sell
-603
Closed -$10K – 1307
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 169 shares — an estimated $3.59K sold.

Financial Gravity Asset Management first reported a position in RF in Q1 2018 and held it in 21 quarters. The position peaked at $30K in Q2 2018. 817 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 169 Regions Financial shares in Q2 2024, an estimated $3.59K.
  • Financial Gravity Asset Management first reported a position in Regions Financial in Q1 2018 and held it in 21 quarters.
  • Financial Gravity Asset Management's Regions Financial position peaked at $30K in Q2 2018.
  • 817 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.