IIC
RF icon

Integrated Investment Consultants’s Regions Financial RF Stock Holding History

Integrated Investment Consultants’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
-11,801
Closed -$254K – 287
2022
Q4 		$254K Buy
11,801
+1,253
+12% +$27.2K 0.09% 194
2022
Q3 		$212K Buy
+10,548
New +$223K 0.08% 205
2016
Q2 		– Sell
-539
Closed -$4K – 610
2016
Q1 		$4K Buy
+539
New +$4.33K ﹤0.01% 564

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

Integrated Investment Consultants's RF Position: Q1 2023 in Review

Integrated Investment Consultants sold out of Regions Financial (RF) in Q1 2023, closing a stake of 11,801 shares — an estimated $254K sold.

Integrated Investment Consultants first reported a position in RF in Q1 2016 and held it in 3 quarters. The position peaked at $254K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Integrated Investment Consultants reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Integrated Investment Consultants sold 11,801 Regions Financial shares in Q1 2023, an estimated $254K.
  • Integrated Investment Consultants first reported a position in Regions Financial in Q1 2016 and held it in 3 quarters.
  • Integrated Investment Consultants's Regions Financial position peaked at $254K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Integrated Investment Consultants's 13F filing for Q1 2023, filed 18 Jul 2023.