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Heritage Wealth Management (Arizona)’s Regions Financial RF Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$2.52M Buy
117,075
+62,538
+115% +$1.36M 0.36% 48
2022
Q3 		$1.09M Buy
54,537
+2,099
+4% +$44.3K 0.35% 52
2022
Q2 		$983K Sell
52,438
-480
-0.9% -$9.91K 0.33% 58
2022
Q1 		$1.18M Buy
+52,918
New +$1.25M 0.32% 62
2021
Q3 		$771K Buy
36,178
+4,828
+15% +$96.1K 0.27% 68
2021
Q2 		$633K Buy
+31,350
New +$678K 0.24% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Heritage Wealth Management (Arizona)'s RF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Regions Financial (RF) stake by 115% in Q4 2022, buying an estimated $1.36M and bringing the position to 117,075 shares worth $2.52M. The position accounts for 0.36% of the portfolio, ranked #48.

Heritage Wealth Management (Arizona) first reported a position in RF in Q2 2021 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 117,075 shares of Regions Financial worth $2.52M as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 62,538 Regions Financial shares in Q4 2022, an estimated $1.36M.
  • Regions Financial made up 0.36% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #48 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Regions Financial in Q2 2021 and has held it in 6 quarters since.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.