Kings Point Capital Management’s Regions Financial RF Stock Holding History

Kings Point Capital 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	$90K	Hold	4,049	–	–	0.01%	289
2021 Q4	$88K	Hold	4,049	–	–	0.01%	318
2021 Q3	$86K	Buy	+4,049	New	+$80.6K	0.01%	298
2018 Q4	–	Sell	-648	Closed	-$12K	–	364
2018 Q3	$12K	Hold	648	–	–	﹤0.01%	349
2018 Q2	$12K	Hold	648	–	–	﹤0.01%	352
2018 Q1	$12K	Buy	+648	New	+$12.3K	﹤0.01%	359
2016 Q2	–	Sell	-4,459	Closed	-$35K	–	334
2016 Q1	$35K	Hold	4,459	–	–	0.01%	214
2015 Q4	$43K	Hold	4,459	–	–	0.01%	213
2015 Q3	$40K	Sell	4,459 -300	-6%	-$2.96K	0.01%	241
2015 Q2	$49K	Hold	4,759	–	–	0.01%	212
2015 Q1	$45K	Sell	4,759 -69,263	-94%	-$655K	0.01%	224
2014 Q4	$782K	Buy	74,022 +36,740	+99%	+$367K	0.21%	69
2014 Q3	$374K	Buy	37,282 +31,872	+589%	+$325K	0.11%	87
2014 Q2	$57K	Buy	5,410 +1,300	+32%	+$13.6K	0.02%	176
2014 Q1	$46K	Sell	4,110 -1,100	-21%	-$11.6K	0.02%	180
2013 Q4	$52K	Sell	5,210 -7,100	-58%	-$68.4K	0.02%	166
2013 Q3	$114K	Hold	12,310	–	–	0.04%	123
2013 Q2	$117K	Buy	+12,310	New	+$107K	0.05%	121

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

Kings Point Capital Management's RF Position: Q1 2022 in Review

Kings Point Capital Management held its Regions Financial (RF) position steady in Q1 2022 at 4,049 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #289.

Kings Point Capital Management first reported a position in RF in Q2 2013 and has held it in 18 quarters since. The position peaked at $782K in Q4 2014. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

Kings Point Capital Management held 4,049 shares of Regions Financial worth $90K as of Q1 2022.
Kings Point Capital Management left its Regions Financial share count unchanged in Q1 2022.
Regions Financial made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #289 holding.
Kings Point Capital Management first reported a position in Regions Financial in Q2 2013 and has held it in 18 quarters since.
Kings Point Capital Management's Regions Financial position peaked at $782K in Q4 2014.
811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.