M&R Capital Management’s Regions Financial RF Stock Holding History

M&R Capital 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	-200	Closed	-$4K	–	428
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	382
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	384
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	377
2020 Q4	$3K	Buy	+200	New	+$2.89K	﹤0.01%	406

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

M&R Capital Management's RF Position: Q4 2021 in Review

M&R Capital Management sold out of Regions Financial (RF) in Q4 2021, closing a stake of 200 shares — an estimated $4K sold.

M&R Capital Management first reported a position in RF in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

M&R Capital Management reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
M&R Capital Management sold 200 Regions Financial shares in Q4 2021, an estimated $4K.
M&R Capital Management first reported a position in Regions Financial in Q4 2020 and held it in 4 quarters.
M&R Capital Management's Regions Financial position peaked at $4K in Q3 2021.
835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on M&R Capital Management's 13F filing for Q4 2021, filed 7 Jan 2022.