Loring Wolcott & Coolidge Fiduciary Advisors’s Regions Financial RF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q4	–	Sell	-550	Closed	-$8.49K	–	589
2023 Q3	$8.49K	Hold	550	–	–	﹤0.01%	526
2023 Q2	$9.8K	Hold	550	–	–	﹤0.01%	542
2023 Q1	$10.2K	Hold	550	–	–	﹤0.01%	512
2022 Q4	$11.9K	Hold	550	–	–	﹤0.01%	493
2022 Q3	$11K	Buy	+550	New	+$11.6K	﹤0.01%	522
2021 Q3	–	Sell	-148	Closed	-$3K	–	899
2021 Q2	$3K	Buy	+148	New	+$3.2K	﹤0.01%	808
2019 Q3	–	Sell	-225	Closed	-$3K	–	723
2019 Q2	$3K	Hold	225	–	–	﹤0.01%	646
2019 Q1	$3K	Buy	225 +113	+101%	+$1.73K	﹤0.01%	625
2018 Q4	$1K	Hold	112	–	–	﹤0.01%	674
2018 Q3	$2K	Hold	112	–	–	﹤0.01%	608
2018 Q2	$2K	Hold	112	–	–	﹤0.01%	620
2018 Q1	$2K	Hold	112	–	–	﹤0.01%	668
2017 Q4	$2K	Hold	112	–	–	﹤0.01%	660
2017 Q3	$2K	Buy	+112	New	+$1.61K	﹤0.01%	661
2016 Q3	–	Sell	-201	Closed	-$2K	–	636
2016 Q2	$2K	Buy	+201	New	+$1.82K	﹤0.01%	619

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RF Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Regions Financial (RF) in Q4 2023, closing a stake of 550 shares — an estimated $8.49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RF in Q2 2016 and held it in 15 quarters. The position peaked at $11.9K in Q4 2022. 813 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 550 Regions Financial shares in Q4 2023, an estimated $8.49K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Regions Financial in Q2 2016 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Regions Financial position peaked at $11.9K in Q4 2022.
813 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.