MRA Advisory Group’s Regions Financial RF Stock Holding History

MRA Advisory Group’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 Q2	–	Sell	-14,662	Closed	-$272K	–	148
2023 Q1	$272K	Sell	14,662 -7,600	-34%	-$165K	0.2%	90
2022 Q4	$480K	Sell	22,262 -3,455	-13%	-$74.9K	0.38%	59
2022 Q3	$521K	Buy	25,717 +1,919	+8%	+$40.5K	0.44%	48
2022 Q2	$446K	Buy	23,798 +23	+0.1%	+$475	0.39%	58
2022 Q1	$529K	Buy	23,775 +791	+3%	+$18.6K	0.4%	54
2021 Q4	$501K	Buy	+22,984	New	+$526K	0.39%	60

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MRA Advisory Group's RF Position: Q2 2023 in Review

MRA Advisory Group sold out of Regions Financial (RF) in Q2 2023, closing a stake of 14,662 shares — an estimated $272K sold.

MRA Advisory Group first reported a position in RF in Q4 2021 and held it in 6 quarters. The position peaked at $529K in Q1 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

MRA Advisory Group reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
MRA Advisory Group sold 14,662 Regions Financial shares in Q2 2023, an estimated $272K.
MRA Advisory Group first reported a position in Regions Financial in Q4 2021 and held it in 6 quarters.
MRA Advisory Group's Regions Financial position peaked at $529K in Q1 2022.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on MRA Advisory Group's 13F filing for Q2 2023, filed 17 Jul 2023.