Global Wealth Management Investment Advisory’s Regions Financial RF Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-1,500	Closed	-$17K	–	587
2020 Q2	$17K	Hold	1,500	–	–	0.01%	292
2020 Q1	$13K	Hold	1,500	–	–	0.01%	307
2019 Q4	$26K	Hold	1,500	–	–	0.01%	246
2019 Q3	$24K	Sell	1,500 -61	-4%	-$922	0.01%	233
2019 Q2	$23K	Buy	1,561 +61	+4%	+$901	0.01%	252
2019 Q1	$21K	Hold	1,500	–	–	0.01%	303
2018 Q4	$20K	Buy	+1,500	New	+$24.1K	0.01%	296

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Global Wealth Management Investment Advisory's RF Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Regions Financial (RF) in Q3 2020, closing a stake of 1,500 shares — an estimated $17K sold.

Global Wealth Management Investment Advisory first reported a position in RF in Q4 2018 and held it in 7 quarters. The position peaked at $26K in Q4 2019. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,500 Regions Financial shares in Q3 2020, an estimated $17K.
Global Wealth Management Investment Advisory first reported a position in Regions Financial in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Regions Financial position peaked at $26K in Q4 2019.
648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.