FourThought Financial’s Regions Financial RF Stock Holding History

FourThought Financial’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 Q3	$12K	Sell	600 -100	-14%	-$2.11K	﹤0.01%	996
2022 Q2	$13K	Buy	700 +270	+63%	+$5.57K	﹤0.01%	964
2022 Q1	$10K	Sell	430 -317	-42%	-$7.46K	﹤0.01%	1046
2021 Q4	$16K	Buy	747 +377	+102%	+$8.62K	﹤0.01%	977
2021 Q3	$7K	Buy	370 +33	+10%	+$657	﹤0.01%	1169
2021 Q2	$6K	Sell	337 -535	-61%	-$11.6K	﹤0.01%	1197
2021 Q1	$18K	Buy	872 +250	+40%	+$4.89K	﹤0.01%	926
2020 Q4	$10K	Buy	+622	New	+$8.99K	﹤0.01%	1025

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FourThought Financial's RF Position: Q3 2022 in Review

FourThought Financial reduced its Regions Financial (RF) stake by 14% in Q3 2022, selling an estimated $2.11K and leaving 600 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

FourThought Financial first reported a position in RF in Q4 2020 and has held it in 8 quarters since. The position peaked at $18K in Q1 2021. 838 funds tracked by Wall St. Rank hold RF as of Q3 2022.

FourThought Financial held 600 shares of Regions Financial worth $12K as of Q3 2022.
FourThought Financial sold 100 Regions Financial shares in Q3 2022, an estimated $2.11K.
Regions Financial made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #996 holding.
FourThought Financial first reported a position in Regions Financial in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Regions Financial position peaked at $18K in Q1 2021.
838 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

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