LIWM
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Long Island Wealth Management’s Regions Financial RF Stock Holding History

Long Island 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
2024
Q1 		– Sell
-120
Closed -$2K – 324
2023
Q4 		$2K Buy
+120
New +$1.99K ﹤0.01% 360

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

Long Island Wealth Management's RF Position: Q1 2024 in Review

Long Island Wealth Management sold out of Regions Financial (RF) in Q1 2024, closing a stake of 120 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in RF in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Long Island Wealth Management reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 120 Regions Financial shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Regions Financial in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Regions Financial position peaked at $2K in Q4 2023.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.