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Life Planning Partners’s Regions Financial RF Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-226
Closed -$4.37K – 193
2023
Q4 		$4.37K Buy
+226
New +$3.75K ﹤0.01% 187
2022
Q3 		$4.98K Hold
248
– – 0.01% 145
2022
Q2 		$5K Hold
248
– – 0.01% 145
2022
Q1 		$6K Hold
248
– – 0.01% 141
2021
Q4 		$5K Buy
+248
New +$5.67K 0.01% 145

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Life Planning Partners's RF Position: Q1 2024 in Review

Life Planning Partners sold out of Regions Financial (RF) in Q1 2024, closing a stake of 226 shares — an estimated $4.37K sold.

Life Planning Partners first reported a position in RF in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Life Planning Partners reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 226 Regions Financial shares in Q1 2024, an estimated $4.37K.
  • Life Planning Partners first reported a position in Regions Financial in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Regions Financial position peaked at $6K in Q1 2022.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.