Fortis Advisors’s Regions Financial RF Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-10,000	Closed	-$90K	–	292
2020 Q1	$90K	Sell	10,000 -5,000	-33%	-$70K	0.06%	151
2019 Q4	$257K	Sell	15,000 -3,526	-19%	-$58.1K	0.16%	86
2019 Q3	$293K	Hold	18,526	–	–	0.14%	71
2019 Q2	$277K	Sell	18,526 -2,984	-14%	-$44.1K	0.13%	79
2019 Q1	$304K	Hold	21,510	–	–	0.16%	64
2018 Q4	$288K	Hold	21,510	–	–	0.17%	58
2018 Q3	$395K	Hold	21,510	–	–	0.22%	49
2018 Q2	$382K	Buy	21,510 +2,984	+16%	+$55.9K	0.22%	50
2018 Q1	$344K	Hold	18,526	–	–	0.19%	49
2017 Q4	$320K	Hold	18,526	–	–	0.2%	48
2017 Q3	$282K	Hold	18,526	–	–	0.2%	50
2017 Q2	$271K	Hold	18,526	–	–	0.21%	53
2017 Q1	$269K	Hold	18,526	–	–	0.24%	50
2016 Q4	$266K	Buy	+18,526	New	+$229K	0.28%	27

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's RF Position: Q2 2020 in Review

Fortis Advisors sold out of Regions Financial (RF) in Q2 2020, closing a stake of 10,000 shares — an estimated $90K sold.

Fortis Advisors first reported a position in RF in Q4 2016 and held it in 14 quarters. The position peaked at $395K in Q3 2018. 680 funds tracked by Wall St. Rank hold RF as of Q2 2020.

Fortis Advisors reported no remaining Regions Financial position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 10,000 Regions Financial shares in Q2 2020, an estimated $90K.
Fortis Advisors first reported a position in Regions Financial in Q4 2016 and held it in 14 quarters.
Fortis Advisors's Regions Financial position peaked at $395K in Q3 2018.
680 funds tracked by Wall St. Rank held Regions Financial as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.