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FSB Premier Wealth Management’s Regions Financial RF Stock Holding History

FSB Premier 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
2022
Q1 		– Sell
-5,107
Closed -$111K – 428
2021
Q4 		$111K Buy
+5,107
New +$117K 0.05% 174

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

FSB Premier Wealth Management's RF Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Regions Financial (RF) in Q1 2022, closing a stake of 5,107 shares — an estimated $111K sold.

FSB Premier Wealth Management first reported a position in RF in Q4 2021 and held it in 1 quarter. The position peaked at $111K in Q4 2021. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 5,107 Regions Financial shares in Q1 2022, an estimated $111K.
  • FSB Premier Wealth Management first reported a position in Regions Financial in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Regions Financial position peaked at $111K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.