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Moody Aldrich Partners’s Regions Financial RF Stock Holding History

Moody Aldrich 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
2023
Q1 		– Sell
-49,767
Closed -$1.07M – 175
2022
Q4 		$1.07M Sell
49,767
-25,324
-34% -$549K 0.22% 115
2022
Q3 		$1.51M Buy
+75,091
New +$1.59M 0.31% 96

Other funds holding RF

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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

Moody Aldrich Partners's RF Position: Q1 2023 in Review

Moody Aldrich Partners sold out of Regions Financial (RF) in Q1 2023, closing a stake of 49,767 shares — an estimated $1.07M sold.

Moody Aldrich Partners first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $1.51M in Q3 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Moody Aldrich Partners reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 49,767 Regions Financial shares in Q1 2023, an estimated $1.07M.
  • Moody Aldrich Partners first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • Moody Aldrich Partners's Regions Financial position peaked at $1.51M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.