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Harel Insurance Investments & Financial Services’s Regions Financial RF Stock Holding History

Harel Insurance Investments & Financial Services’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
-2,500
Closed -$55K – 794
2021
Q4 		$55K Hold
2,500
– – ﹤0.01% 576
2021
Q3 		$53K Hold
2,500
– – ﹤0.01% 530
2021
Q2 		$164K Hold
2,500
– – ﹤0.01% 606
2021
Q1 		$173K Buy
+2,500
New +$48.9K ﹤0.01% 594
2019
Q3 		– Sell
-10,850
Closed -$162K – 558
2019
Q2 		$162K Buy
10,850
+4,441
+69% +$65.6K 0.01% 213
2019
Q1 		$91K Buy
6,409
+1,959
+44% +$30K 0.01% 203
2018
Q4 		$60K Sell
4,450
-10,000
-69% -$161K ﹤0.01% 282
2018
Q3 		$265K Sell
14,450
-5,000
-26% -$94.1K 0.01% 182
2018
Q2 		$346K Sell
19,450
-35,000
-64% -$655K 0.02% 155
2018
Q1 		$1.01M Sell
54,450
-10,550
-16% -$200K 0.06% 100
2017
Q4 		$1.12M Buy
+65,000
New +$1.04M 0.07% 84
2016
Q4 		– Sell
-2,320
Closed -$23K – 432
2016
Q3 		$23K Sell
2,320
-500
-18% -$4.68K ﹤0.01% 295
2016
Q2 		$24K Sell
2,820
-3,500
-55% -$31.7K ﹤0.01% 437
2016
Q1 		$50K Sell
6,320
-20,100
-76% -$162K 0.01% 210
2015
Q4 		$254K Buy
+26,420
New +$254K 0.03% 93

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

Harel Insurance Investments & Financial Services's RF Position: Q1 2022 in Review

Harel Insurance Investments & Financial Services sold out of Regions Financial (RF) in Q1 2022, closing a stake of 2,500 shares — an estimated $55K sold.

Harel Insurance Investments & Financial Services first reported a position in RF in Q4 2015 and held it in 15 quarters. The position peaked at $1.12M in Q4 2017. 812 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,500 Regions Financial shares in Q1 2022, an estimated $55K.
  • Harel Insurance Investments & Financial Services first reported a position in Regions Financial in Q4 2015 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's Regions Financial position peaked at $1.12M in Q4 2017.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2022, filed 3 May 2022.