LWM
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Liberty Wealth Management’s Regions Financial RF Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,472
Closed -$65K – 881
2021
Q3 		$65K Buy
2,472
+1,501
+155% +$29.9K 0.02% 373
2021
Q2 		$20K Sell
971
-1,353
-58% -$29.3K 0.01% 509
2021
Q1 		$40K Hold
2,324
– – 0.02% 326
2020
Q4 		$40K Buy
2,324
+1,139
+96% +$16.5K 0.02% 322
2020
Q3 		$14K Sell
1,185
-295
-20% -$3.29K 0.01% 466
2020
Q2 		$16K Buy
1,480
+517
+54% +$5.5K 0.01% 419
2020
Q1 		$9K Buy
963
+7
+0.7% +$98 0.01% 486
2019
Q4 		$16K Buy
956
+7
+0.7% +$115 0.01% 448
2019
Q3 		$15K Buy
949
+7
+0.7% +$106 0.01% 442
2019
Q2 		$14K Buy
+942
New +$13.9K 0.01% 467

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Liberty Wealth Management's RF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Regions Financial (RF) in Q4 2021, closing a stake of 2,472 shares — an estimated $65K sold.

Liberty Wealth Management first reported a position in RF in Q2 2019 and held it in 10 quarters. The position peaked at $65K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,472 Regions Financial shares in Q4 2021, an estimated $65K.
  • Liberty Wealth Management first reported a position in Regions Financial in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Regions Financial position peaked at $65K in Q3 2021.
  • 835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.