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Kore Private Wealth’s Regions Financial RF Stock Holding History

Kore 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
2021
Q4 		– Sell
-9,756
Closed -$208K – 424
2021
Q3 		$208K Buy
+9,756
New +$194K 0.02% 421
2020
Q3 		– Sell
-3,235
Closed -$35K – 893
2020
Q2 		$35K Buy
3,235
+2,639
+443% +$28.1K 0.01% 539
2020
Q1 		$5K Buy
596
+531
+817% +$7.44K ﹤0.01% 810
2019
Q4 		$1K Buy
+65
New +$1.07K ﹤0.01% 1009

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Kore Private Wealth's RF Position: Q4 2021 in Review

Kore Private Wealth sold out of Regions Financial (RF) in Q4 2021, closing a stake of 9,756 shares — an estimated $208K sold.

Kore Private Wealth first reported a position in RF in Q4 2019 and held it in 4 quarters. The position peaked at $208K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

  • Kore Private Wealth reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 9,756 Regions Financial shares in Q4 2021, an estimated $208K.
  • Kore Private Wealth first reported a position in Regions Financial in Q4 2019 and held it in 4 quarters.
  • Kore Private Wealth's Regions Financial position peaked at $208K in Q3 2021.
  • 835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.