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IMPACTfolio’s Regions Financial RF Stock Holding History

IMPACTfolio’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
2023
Q1 		– Sell
-12,726
Closed -$274K – 54
2022
Q4 		$274K Sell
12,726
-554
-4% -$12K 0.25% 24
2022
Q3 		$267K Sell
13,280
-651
-5% -$13.7K 0.26% 32
2022
Q2 		$261K Sell
13,931
-10
-0.1% -$206 0.25% 32
2022
Q1 		$310K Buy
13,941
+1,008
+8% +$23.7K 0.23% 36
2021
Q4 		$282K Buy
+12,933
New +$296K 0.25% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMPACTfolio's RF Position: Q1 2023 in Review

IMPACTfolio sold out of Regions Financial (RF) in Q1 2023, closing a stake of 12,726 shares — an estimated $274K sold.

IMPACTfolio first reported a position in RF in Q4 2021 and held it in 5 quarters. The position peaked at $310K in Q1 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • IMPACTfolio reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • IMPACTfolio sold 12,726 Regions Financial shares in Q1 2023, an estimated $274K.
  • IMPACTfolio first reported a position in Regions Financial in Q4 2021 and held it in 5 quarters.
  • IMPACTfolio's Regions Financial position peaked at $310K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on IMPACTfolio's 13F filing for Q1 2023, filed 4 Apr 2023.