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First Personal Financial Services’s Regions Financial RF Stock Holding History

First Personal Financial Services’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
-648
Closed -$13K – 424
2022
Q3 		$13K Hold
648
– – ﹤0.01% 317
2022
Q2 		$12K Hold
648
– – ﹤0.01% 272
2022
Q1 		$14K Hold
648
– – ﹤0.01% 276
2021
Q4 		$14K Buy
+648
New +$14.8K ﹤0.01% 265
2020
Q1 		– Sell
-59
Closed -$1K – 473
2019
Q4 		$1K Hold
59
– – ﹤0.01% 479
2019
Q3 		$1K Sell
59
-1,437
-96% -$21.7K ﹤0.01% 499
2019
Q2 		$22K Buy
1,496
+59
+4% +$871 0.01% 392
2019
Q1 		$20K Sell
1,437
-1,280
-47% -$19.6K 0.01% 402
2018
Q4 		$36K Sell
2,717
-14
-0.5% -$225 0.01% 306
2018
Q3 		$50K Hold
2,731
– – 0.02% 287
2018
Q2 		$49K Hold
2,731
– – 0.02% 273
2018
Q1 		$51K Sell
2,731
-917
-25% -$17.4K 0.01% 430
2017
Q4 		$63K Buy
3,648
+231
+7% +$3.69K 0.01% 423
2017
Q3 		$52K Sell
3,417
-27,337
-89% -$393K 0.01% 414
2017
Q2 		$450K Buy
30,754
+28,700
+1,397% +$404K 0.1% 149
2017
Q1 		$30K Hold
2,054
– – 0.01% 498
2016
Q4 		$29K Buy
2,054
+100
+5% +$1.24K 0.01% 477
2016
Q3 		$19K Buy
1,954
+10
+0.5% +$94 0.01% 454
2016
Q2 		$17K Buy
1,944
+807
+71% +$7.31K 0.01% 451
2016
Q1 		$9K Hold
1,137
– – ﹤0.01% 270
2015
Q4 		$11K Hold
1,137
– – 0.01% 291
2015
Q3 		$11K Hold
1,137
– – 0.01% 278
2015
Q2 		$12K Sell
1,137
-78
-6% -$786 0.01% 269
2015
Q1 		$12K Sell
1,215
-839
-41% -$7.93K 0.01% 267
2014
Q4 		$21K Buy
+2,054
New +$20.5K 0.01% 211

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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

First Personal Financial Services's RF Position: Q4 2022 in Review

First Personal Financial Services sold out of Regions Financial (RF) in Q4 2022, closing a stake of 648 shares — an estimated $13K sold.

First Personal Financial Services first reported a position in RF in Q4 2014 and held it in 25 quarters. The position peaked at $450K in Q2 2017. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • First Personal Financial Services reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 648 Regions Financial shares in Q4 2022, an estimated $13K.
  • First Personal Financial Services first reported a position in Regions Financial in Q4 2014 and held it in 25 quarters.
  • First Personal Financial Services's Regions Financial position peaked at $450K in Q2 2017.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.