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Matthew Hamilton Rosenberg’s Regions Financial RF Stock Holding History

Matthew Hamilton Rosenberg’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
-517
Closed -$10K – 909
2023
Q4 		$10K Buy
517
+236
+84% +$3.92K ﹤0.01% 607
2023
Q3 		$4.83K Sell
281
-245
-47% -$4.64K ﹤0.01% 688
2023
Q2 		$9.37K Hold
526
– – ﹤0.01% 631
2023
Q1 		$9.76K Buy
+526
New +$11.5K ﹤0.01% 664

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

Matthew Hamilton Rosenberg's RF Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of Regions Financial (RF) in Q1 2024, closing a stake of 517 shares — an estimated $10K sold.

Matthew Hamilton Rosenberg first reported a position in RF in Q1 2023 and held it in 4 quarters. The position peaked at $10K in Q4 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 517 Regions Financial shares in Q1 2024, an estimated $10K.
  • Matthew Hamilton Rosenberg first reported a position in Regions Financial in Q1 2023 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's Regions Financial position peaked at $10K in Q4 2023.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.