LWAC
RF icon

Laurel Wealth Advisors (California)’s Regions Financial RF Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-48,634
Closed -$1.08M – 730
2022
Q1 		$1.08M Buy
+48,634
New +$1.14M 0.09% 233

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s RF Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Regions Financial (RF) in Q2 2022, closing a stake of 48,634 shares — an estimated $1.08M sold.

Laurel Wealth Advisors (California) first reported a position in RF in Q1 2022 and held it in 1 quarter. The position peaked at $1.08M in Q1 2022. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 48,634 Regions Financial shares in Q2 2022, an estimated $1.08M.
  • Laurel Wealth Advisors (California) first reported a position in Regions Financial in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Regions Financial position peaked at $1.08M in Q1 2022.
  • 802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.