Laffer Tengler Investments’s Regions Financial RF Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-19,930	Closed	-$355K	–	383
2023 Q2	$355K	Buy	19,930 +67	+0.3%	+$1.18K	0.09%	157
2023 Q1	$369K	Sell	19,863 -607	-3%	-$13.2K	0.1%	156
2022 Q4	$441K	Buy	+20,470	New	+$444K	0.13%	147
2019 Q2	–	Sell	-134,765	Closed	-$1.91M	–	162
2019 Q1	$1.91M	Hold	134,765	–	–	0.51%	102
2018 Q4	$1.8M	Hold	134,765	–	–	0.53%	94
2018 Q3	$2.47M	Hold	134,765	–	–	0.61%	71
2018 Q2	$2.4M	Hold	134,765	–	–	0.61%	70
2018 Q1	$2.5M	Buy	+134,765	New	+$2.55M	0.62%	62

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Laffer Tengler Investments's RF Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Regions Financial (RF) in Q3 2023, closing a stake of 19,930 shares — an estimated $355K sold.

Laffer Tengler Investments first reported a position in RF in Q1 2018 and held it in 8 quarters. The position peaked at $2.5M in Q1 2018. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Laffer Tengler Investments reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 19,930 Regions Financial shares in Q3 2023, an estimated $355K.
Laffer Tengler Investments first reported a position in Regions Financial in Q1 2018 and held it in 8 quarters.
Laffer Tengler Investments's Regions Financial position peaked at $2.5M in Q1 2018.
792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.