FAG
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Fortitude Advisory Group’s Regions Financial RF Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-6,330
Closed -$141K – 1027
2022
Q1 		$141K Buy
6,330
+262
+4% +$6.17K 0.08% 274
2021
Q4 		$132K Buy
+6,068
New +$139K 0.07% 288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's RF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Regions Financial (RF) in Q2 2022, closing a stake of 6,330 shares — an estimated $141K sold.

Fortitude Advisory Group first reported a position in RF in Q4 2021 and held it in 2 quarters. The position peaked at $141K in Q1 2022. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 6,330 Regions Financial shares in Q2 2022, an estimated $141K.
  • Fortitude Advisory Group first reported a position in Regions Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Regions Financial position peaked at $141K in Q1 2022.
  • 802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.