LPWM
RF icon

Lake Point Wealth Management’s Regions Financial RF Stock Holding History

Lake Point 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
2019
Q2 		$1K Hold
98
– – ﹤0.01% 621
2019
Q1 		$1K Buy
+98
New +$1.5K ﹤0.01% 620

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's RF Position: Q2 2019 in Review

Lake Point Wealth Management held its Regions Financial (RF) position steady in Q2 2019 at 98 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Lake Point Wealth Management first reported a position in RF in Q1 2019 and has held it in 2 quarters since. 699 funds tracked by Wall St. Rank hold RF as of Q2 2019.

  • Lake Point Wealth Management held 98 shares of Regions Financial worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its Regions Financial share count unchanged in Q2 2019.
  • Regions Financial made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #621 holding.
  • Lake Point Wealth Management first reported a position in Regions Financial in Q1 2019 and has held it in 2 quarters since.
  • 699 funds tracked by Wall St. Rank held Regions Financial as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.