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Legacy Financial Advisors’s Regions Financial RF Stock Holding History

Legacy Financial Advisors’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 		– Sell
-517
Closed -$7K – 723
2019
Q1 		$7K Sell
517
-1,740
-77% -$26.7K ﹤0.01% 700
2018
Q4 		$30K Buy
+2,257
New +$36.3K 0.01% 339

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

Legacy Financial Advisors's RF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Regions Financial (RF) in Q2 2019, closing a stake of 517 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in RF in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q4 2018. 699 funds tracked by Wall St. Rank hold RF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Regions Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 517 Regions Financial shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Regions Financial in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Regions Financial position peaked at $30K in Q4 2018.
  • 699 funds tracked by Wall St. Rank held Regions Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.