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Financial Network Wealth Advisors’s Regency Centers REG Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-14
Closed -$1.01K – 765
2024
Q3 		$1.01K Hold
14
– – ﹤0.01% 752
2024
Q2 		$871 Buy
+14
New +$839 ﹤0.01% 844

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JP Morgan Chase
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Financial Network Wealth Advisors's REG Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Regency Centers (REG) in Q4 2024, closing a stake of 14 shares — an estimated $1.01K sold.

Financial Network Wealth Advisors first reported a position in REG in Q2 2024 and held it in 2 quarters. The position peaked at $1.01K in Q3 2024. 493 funds tracked by Wall St. Rank hold REG as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Regency Centers position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 14 Regency Centers shares in Q4 2024, an estimated $1.01K.
  • Financial Network Wealth Advisors first reported a position in Regency Centers in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Regency Centers position peaked at $1.01K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.