JWM
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Janiczek Wealth Management’s Regions Financial RF Stock Holding History

Janiczek Wealth 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
2023
Q1 		– Sell
-133
Closed -$2.97K – 1061
2022
Q4 		$2.97K Buy
133
+14
+12% +$304 ﹤0.01% 726
2022
Q3 		$2K Sell
119
-129
-52% -$2.72K ﹤0.01% 780
2022
Q2 		$5K Sell
248
-585
-70% -$12.1K ﹤0.01% 672
2022
Q1 		$19K Buy
833
+777
+1,388% +$18.3K 0.01% 469
2021
Q4 		$1K Hold
56
– – ﹤0.01% 951
2021
Q3 		$1K Buy
+56
New +$1.11K ﹤0.01% 921

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

Janiczek Wealth Management's RF Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 133 shares — an estimated $2.97K sold.

Janiczek Wealth Management first reported a position in RF in Q3 2021 and held it in 6 quarters. The position peaked at $19K in Q1 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Janiczek Wealth Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 133 Regions Financial shares in Q1 2023, an estimated $2.97K.
  • Janiczek Wealth Management first reported a position in Regions Financial in Q3 2021 and held it in 6 quarters.
  • Janiczek Wealth Management's Regions Financial position peaked at $19K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.