FWM
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ForthRight Wealth Management’s Regions Financial RF Stock Holding History

ForthRight Wealth 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
2021
Q1 		– Sell
-446
Closed -$7K – 155
2020
Q4 		$7K Buy
+446
New +$6.45K 0.01% 143

Other funds holding RF

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ForthRight Wealth Management's RF Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Regions Financial (RF) in Q1 2021, closing a stake of 446 shares — an estimated $7K sold.

ForthRight Wealth Management first reported a position in RF in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 446 Regions Financial shares in Q1 2021, an estimated $7K.
  • ForthRight Wealth Management first reported a position in Regions Financial in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Regions Financial position peaked at $7K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.