FourThought Financial’s Regency Centers REG Stock Holding History

FourThought Financial’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
2022 Q3	$6K	Sell	103 -16	-13%	-$979	﹤0.01%	1153
2022 Q2	$7K	Hold	119	–	–	﹤0.01%	1106
2022 Q1	$8K	Hold	119	–	–	﹤0.01%	1100
2021 Q4	$9K	Hold	119	–	–	﹤0.01%	1093
2021 Q3	$8K	Hold	119	–	–	﹤0.01%	1149
2021 Q2	$7K	Sell	119 -21	-15%	-$1.33K	﹤0.01%	1167
2021 Q1	$7K	Hold	140	–	–	﹤0.01%	1128
2020 Q4	$6K	Buy	+140	New	+$6.02K	﹤0.01%	1115

Other funds holding REG

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

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's REG Position: Q3 2022 in Review

FourThought Financial reduced its Regency Centers (REG) stake by 13% in Q3 2022, selling an estimated $979 and leaving 103 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

FourThought Financial first reported a position in REG in Q4 2020 and has held it in 8 quarters since. The position peaked at $9K in Q4 2021. 401 funds tracked by Wall St. Rank hold REG as of Q3 2022.

FourThought Financial held 103 shares of Regency Centers worth $6K as of Q3 2022.
FourThought Financial sold 16 Regency Centers shares in Q3 2022, an estimated $979.
Regency Centers made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1153 holding.
FourThought Financial first reported a position in Regency Centers in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Regency Centers position peaked at $9K in Q4 2021.
401 funds tracked by Wall St. Rank held Regency Centers as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.