McDonald Partners’s Regions Financial RF Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-71	Closed	-$1.56K	–	600
2021 Q4	$1.56K	Buy	+71	New	+$1.62K	﹤0.01%	390

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

McDonald Partners's RF Position: Q1 2022 in Review

McDonald Partners sold out of Regions Financial (RF) in Q1 2022, closing a stake of 71 shares — an estimated $1.56K sold.

McDonald Partners first reported a position in RF in Q4 2021 and held it in 1 quarter. The position peaked at $1.56K in Q4 2021. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

McDonald Partners reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 71 Regions Financial shares in Q1 2022, an estimated $1.56K.
McDonald Partners first reported a position in Regions Financial in Q4 2021 and held it in 1 quarter.
McDonald Partners's Regions Financial position peaked at $1.56K in Q4 2021.
811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.