MWM
RF icon

MinichMacGregor Wealth Management’s Regions Financial RF Stock Holding History

MinichMacGregor 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
-725
Closed -$15.6K – 514
2022
Q4 		$15.6K Buy
+725
New +$15.7K 0.01% 359

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

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

MinichMacGregor Wealth Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 725 shares — an estimated $15.6K sold.

MinichMacGregor Wealth Management first reported a position in RF in Q4 2022 and held it in 1 quarter. The position peaked at $15.6K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 725 Regions Financial shares in Q1 2023, an estimated $15.6K.
  • MinichMacGregor Wealth Management first reported a position in Regions Financial in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Regions Financial position peaked at $15.6K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.