Meridian Wealth Partners’s Regions Financial RF Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-385	Closed	-$8K	–	994
2021 Q1	$8K	Buy	+385	New	+$7.53K	﹤0.01%	526

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Meridian Wealth Partners's RF Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Regions Financial (RF) in Q2 2021, closing a stake of 385 shares — an estimated $8K sold.

Meridian Wealth Partners first reported a position in RF in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

Meridian Wealth Partners reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 385 Regions Financial shares in Q2 2021, an estimated $8K.
Meridian Wealth Partners first reported a position in Regions Financial in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Regions Financial position peaked at $8K in Q1 2021.
772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.