Journey Advisory Group’s Regions Financial RF Stock Holding History

Journey Advisory Group’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 Q3	–	Sell	-9,834	Closed	-$208K	–	249
2022 Q2	$208K	Buy	+9,834	New	+$203K	0.05%	233

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Journey Advisory Group's RF Position: Q3 2022 in Review

Journey Advisory Group sold out of Regions Financial (RF) in Q3 2022, closing a stake of 9,834 shares — an estimated $208K sold.

Journey Advisory Group first reported a position in RF in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

Journey Advisory Group reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
Journey Advisory Group sold 9,834 Regions Financial shares in Q3 2022, an estimated $208K.
Journey Advisory Group first reported a position in Regions Financial in Q2 2022 and held it in 1 quarter.
Journey Advisory Group's Regions Financial position peaked at $208K in Q2 2022.
837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on Journey Advisory Group's 13F filing for Q3 2022, filed 9 Nov 2022.