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First United Bank & Trust’s Regency Centers REG Stock Holding History

First United Bank & Trust’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
Q2 		– Sell
-214
Closed -$13K – 416
2024
Q1 		$13K Hold
214
– – ﹤0.01% 332
2023
Q4 		$14.3K Buy
+214
New +$13.2K 0.01% 326

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

First United Bank & Trust's REG Position: Q2 2024 in Review

First United Bank & Trust sold out of Regency Centers (REG) in Q2 2024, closing a stake of 214 shares — an estimated $13K sold.

First United Bank & Trust first reported a position in REG in Q4 2023 and held it in 2 quarters. The position peaked at $14.3K in Q4 2023. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

  • First United Bank & Trust reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 214 Regency Centers shares in Q2 2024, an estimated $13K.
  • First United Bank & Trust first reported a position in Regency Centers in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's Regency Centers position peaked at $14.3K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.