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MPS Loria Financial Planners’s Regions Financial RF Stock Holding History

MPS Loria Financial Planners’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
-91
Closed -$1K – 466
2021
Q1 		$1K Hold
91
– – ﹤0.01% 528
2020
Q4 		$1K Buy
+91
New +$1.32K ﹤0.01% 572

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPS Loria Financial Planners's RF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Regions Financial (RF) in Q2 2021, closing a stake of 91 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in RF in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 91 Regions Financial shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Regions Financial in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Regions Financial position peaked at $1K in Q1 2021.
  • 772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.