Hobart Private Capital’s Regions Financial RF Stock Holding History

Hobart Private Capital’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
2021 Q1	–	Sell	-13,058	Closed	-$210K	–	160
2020 Q4	$210K	Sell	13,058 -5,292	-29%	-$76.5K	0.09%	142
2020 Q3	$212K	Sell	18,350 -12,083	-40%	-$135K	0.11%	134
2020 Q2	$338K	Buy	30,433 +967	+3%	+$10.3K	0.19%	126
2020 Q1	$264K	Sell	29,466 -717	-2%	-$10K	0.18%	125
2019 Q4	$518K	Buy	30,183 +1,316	+5%	+$21.7K	0.32%	80
2019 Q3	$457K	Sell	28,867 -56	-0.2%	-$847	0.31%	73
2019 Q2	$432K	Buy	+28,923	New	+$427K	0.3%	74

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hobart Private Capital's RF Position: Q1 2021 in Review

Hobart Private Capital sold out of Regions Financial (RF) in Q1 2021, closing a stake of 13,058 shares — an estimated $210K sold.

Hobart Private Capital first reported a position in RF in Q2 2019 and held it in 7 quarters. The position peaked at $518K in Q4 2019. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

Hobart Private Capital reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
Hobart Private Capital sold 13,058 Regions Financial shares in Q1 2021, an estimated $210K.
Hobart Private Capital first reported a position in Regions Financial in Q2 2019 and held it in 7 quarters.
Hobart Private Capital's Regions Financial position peaked at $518K in Q4 2019.
757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.