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Lenox Wealth Management’s Regions Financial RF Stock Holding History

Lenox 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
2020
Q1 		– Sell
-93
Closed -$2K – 759
2019
Q4 		$2K Hold
93
– – ﹤0.01% 647
2019
Q3 		$1K Hold
93
– – ﹤0.01% 674
2019
Q2 		$1K Buy
93
+26
+39% +$384 ﹤0.01% 652
2019
Q1 		$1K Buy
+67
New +$1.03K ﹤0.01% 657

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's RF Position: Q1 2020 in Review

Lenox Wealth Management sold out of Regions Financial (RF) in Q1 2020, closing a stake of 93 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in RF in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

  • Lenox Wealth Management reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 93 Regions Financial shares in Q1 2020, an estimated $2K.
  • Lenox Wealth Management first reported a position in Regions Financial in Q1 2019 and held it in 4 quarters.
  • Lenox Wealth Management's Regions Financial position peaked at $2K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.