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Graham Capital Wealth Management’s Regions Financial RF Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-3,000
Closed -$557K – 118
2023
Q1 		$557K Buy
+3,000
New +$65.3K 0.08% 104

Other funds holding RF

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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Graham Capital Wealth Management's RF Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Regions Financial (RF) in Q2 2023, closing a stake of 3,000 shares — an estimated $557K sold.

Graham Capital Wealth Management first reported a position in RF in Q1 2023 and held it in 1 quarter. The position peaked at $557K in Q1 2023. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 3,000 Regions Financial shares in Q2 2023, an estimated $557K.
  • Graham Capital Wealth Management first reported a position in Regions Financial in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Regions Financial position peaked at $557K in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.