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IronBridge Private Wealth’s Regions Financial RF Stock Holding History

IronBridge Private Wealth’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
-1,220
Closed -$27K – 236
2021
Q4 		$27K Buy
1,220
+9
+0.7% +$206 0.01% 110
2021
Q3 		$26K Buy
1,211
+10
+0.8% +$199 0.01% 84
2021
Q2 		$24K Buy
1,201
+8
+0.7% +$173 0.01% 92
2021
Q1 		$25K Buy
1,193
+12
+1% +$235 0.02% 92
2020
Q4 		$19K Buy
+1,181
New +$17.1K 0.01% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
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

IronBridge Private Wealth's RF Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Regions Financial (RF) in Q1 2022, closing a stake of 1,220 shares — an estimated $27K sold.

IronBridge Private Wealth first reported a position in RF in Q4 2020 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 1,220 Regions Financial shares in Q1 2022, an estimated $27K.
  • IronBridge Private Wealth first reported a position in Regions Financial in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Regions Financial position peaked at $27K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.