HWM
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HighMark Wealth Management’s Regions Financial RF Stock Holding History

HighMark 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
2024
Q2 		– Sell
-70
Closed -$1.47K – 610
2024
Q1 		$1.47K Buy
+70
New +$1.32K ﹤0.01% 490

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighMark Wealth Management's RF Position: Q2 2024 in Review

HighMark Wealth Management sold out of Regions Financial (RF) in Q2 2024, closing a stake of 70 shares — an estimated $1.47K sold.

HighMark Wealth Management first reported a position in RF in Q1 2024 and held it in 1 quarter. The position peaked at $1.47K in Q1 2024. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • HighMark Wealth Management reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 70 Regions Financial shares in Q2 2024, an estimated $1.47K.
  • HighMark Wealth Management first reported a position in Regions Financial in Q1 2024 and held it in 1 quarter.
  • HighMark Wealth Management's Regions Financial position peaked at $1.47K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on HighMark Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.