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Mattern Wealth Management’s Regions Financial RF Stock Holding History

Mattern 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
2023
Q1 		– Sell
-10,506
Closed -$227K – 176
2022
Q4 		$227K Hold
10,506
– – 0.09% 149
2022
Q3 		$211K Hold
10,506
– – 0.08% 150
2022
Q2 		$197K Buy
10,506
+1,000
+11% +$20.6K 0.08% 149
2022
Q1 		$212K Buy
+9,506
New +$224K 0.07% 150
2020
Q4 		– Sell
-10,506
Closed -$121K – 158
2020
Q3 		$121K Sell
10,506
-3,000
-22% -$33.5K 0.05% 140
2020
Q2 		$150K Buy
13,506
+43
+0.3% +$458 0.07% 135
2020
Q1 		$121K Sell
13,463
-4,979
-27% -$69.7K 0.09% 115
2019
Q4 		$316K Buy
+18,442
New +$304K 0.19% 107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mattern Wealth Management's RF Position: Q1 2023 in Review

Mattern Wealth Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 10,506 shares — an estimated $227K sold.

Mattern Wealth Management first reported a position in RF in Q4 2019 and held it in 8 quarters. The position peaked at $316K in Q4 2019. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Mattern Wealth Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Mattern Wealth Management sold 10,506 Regions Financial shares in Q1 2023, an estimated $227K.
  • Mattern Wealth Management first reported a position in Regions Financial in Q4 2019 and held it in 8 quarters.
  • Mattern Wealth Management's Regions Financial position peaked at $316K in Q4 2019.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Mattern Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.