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Moran Wealth Management’s Regions Financial RF Stock Holding History

Moran 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
Q3 		– Sell
-1,136,566
Closed -$20.3M – 414
2023
Q2 		$20.3M Buy
1,136,566
+36,812
+3% +$650K 0.76% 34
2023
Q1 		$20.4M Buy
1,099,754
+744,352
+209% +$16.2M 0.77% 34
2022
Q4 		$7.66M Buy
+355,402
New +$7.71M 0.29% 110

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moran Wealth Management's RF Position: Q3 2023 in Review

Moran Wealth Management sold out of Regions Financial (RF) in Q3 2023, closing a stake of 1,136,566 shares — an estimated $20.3M sold.

Moran Wealth Management first reported a position in RF in Q4 2022 and held it in 3 quarters. The position peaked at $20.4M in Q1 2023. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Moran Wealth Management reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 1,136,566 Regions Financial shares in Q3 2023, an estimated $20.3M.
  • Moran Wealth Management first reported a position in Regions Financial in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Regions Financial position peaked at $20.4M in Q1 2023.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.