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Geller Advisors’s Regions Financial RF Stock Holding History

Geller 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
2024
Q2 		– Sell
-9,873
Closed -$210K – 279
2024
Q1 		$210K Sell
9,873
-663
-6% -$12.5K 0.02% 262
2023
Q4 		$207K Sell
10,536
-1,277
-11% -$21.2K 0.02% 259
2023
Q3 		$206K Buy
+11,813
New +$224K 0.02% 242
2023
Q2 		– Sell
-12,500
Closed -$234K – 255
2023
Q1 		$234K Buy
12,500
+884
+8% +$19.2K 0.03% 156
2022
Q4 		$253K Buy
11,616
+382
+3% +$8.28K 0.04% 117
2022
Q3 		$228K Buy
11,234
+541
+5% +$11.4K 0.05% 113
2022
Q2 		$202K Buy
10,693
+155
+1% +$3.2K 0.04% 134
2022
Q1 		$236K Buy
10,538
+44
+0.4% +$1.03K 0.04% 139
2021
Q4 		$231K Buy
10,494
+303
+3% +$6.93K 0.05% 152
2021
Q3 		$219K Buy
10,191
+30
+0.3% +$597 0.05% 141
2021
Q2 		$206K Buy
+10,161
New +$220K 0.04% 134

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geller Advisors's RF Position: Q2 2024 in Review

Geller Advisors sold out of Regions Financial (RF) in Q2 2024, closing a stake of 9,873 shares — an estimated $210K sold.

Geller Advisors first reported a position in RF in Q2 2021 and held it in 11 quarters. The position peaked at $253K in Q4 2022. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Geller Advisors reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Geller Advisors sold 9,873 Regions Financial shares in Q2 2024, an estimated $210K.
  • Geller Advisors first reported a position in Regions Financial in Q2 2021 and held it in 11 quarters.
  • Geller Advisors's Regions Financial position peaked at $253K in Q4 2022.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Geller Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.