Herold Advisors’s Regions Financial RF Stock Holding History

Herold 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
2022 Q2	–	Sell	-3,500	Closed	-$77.9K	–	562
2022 Q1	$77.9K	Buy	+3,500	New	+$82.4K	0.03%	306
2021 Q4	–	Sell	-3,500	Closed	-$74K	–	550
2021 Q3	$74K	Buy	+3,500	New	+$69.6K	0.03%	320

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Herold Advisors's RF Position: Q2 2022 in Review

Herold Advisors sold out of Regions Financial (RF) in Q2 2022, closing a stake of 3,500 shares — an estimated $77.9K sold.

Herold Advisors first reported a position in RF in Q3 2021 and held it in 2 quarters. The position peaked at $77.9K in Q1 2022. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

Herold Advisors reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 3,500 Regions Financial shares in Q2 2022, an estimated $77.9K.
Herold Advisors first reported a position in Regions Financial in Q3 2021 and held it in 2 quarters.
Herold Advisors's Regions Financial position peaked at $77.9K in Q1 2022.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.