Icon Wealth Advisors’s Regions Financial RF Stock Holding History

Icon Wealth 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
2024 Q1	–	Sell	-25,754	Closed	-$499K	–	475
2023 Q4	$499K	Buy	+25,754	New	+$427K	0.05%	196

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Icon Wealth Advisors's RF Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Regions Financial (RF) in Q1 2024, closing a stake of 25,754 shares — an estimated $499K sold.

Icon Wealth Advisors first reported a position in RF in Q4 2023 and held it in 1 quarter. The position peaked at $499K in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

Icon Wealth Advisors reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
Icon Wealth Advisors sold 25,754 Regions Financial shares in Q1 2024, an estimated $499K.
Icon Wealth Advisors first reported a position in Regions Financial in Q4 2023 and held it in 1 quarter.
Icon Wealth Advisors's Regions Financial position peaked at $499K in Q4 2023.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.