Institutional & Family Asset Management’s Regions Financial RF Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-3,120	Closed	-$68K	–	825
2021 Q4	$68K	Hold	3,120	–	–	0.01%	241
2021 Q3	$66K	Buy	3,120 +6	+0.2%	+$119	0.01%	290
2021 Q2	$63K	Buy	+3,114	New	+$67.3K	0.01%	305
2020 Q2	–	Sell	-2,689	Closed	-$24K	–	896
2020 Q1	$24K	Sell	2,689 -81	-3%	-$1.14K	0.01%	352
2019 Q4	$48K	Sell	2,770 -137	-5%	-$2.26K	0.01%	318
2019 Q3	$46K	Sell	2,907 -483	-14%	-$7.3K	0.01%	300
2019 Q2	$51K	Buy	3,390 +325	+11%	+$4.8K	0.01%	309
2019 Q1	$43K	Sell	3,065 -1,072	-26%	-$16.4K	0.01%	340
2018 Q4	$55K	Buy	4,137 +3,727	+909%	+$59.9K	0.01%	310
2018 Q3	$8K	Buy	+410	New	+$7.72K	﹤0.01%	562
2018 Q2	–	Sell	-940	Closed	-$17K	–	874
2018 Q1	$17K	Buy	+940	New	+$17.8K	﹤0.01%	437

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Institutional & Family Asset Management's RF Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Regions Financial (RF) in Q1 2022, closing a stake of 3,120 shares — an estimated $68K sold.

Institutional & Family Asset Management first reported a position in RF in Q1 2018 and held it in 11 quarters. The position peaked at $68K in Q4 2021. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

Institutional & Family Asset Management reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 3,120 Regions Financial shares in Q1 2022, an estimated $68K.
Institutional & Family Asset Management first reported a position in Regions Financial in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's Regions Financial position peaked at $68K in Q4 2021.
811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.