MIM
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MTM Investment Management’s Regions Financial RF Stock Holding History

MTM Investment 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
2024
Q2 		– Sell
-9,795
Closed -$206K – 274
2024
Q1 		$206K Buy
+9,795
New +$185K 0.09% 189
2023
Q4 		– Sell
-11,107
Closed -$191K – 266
2023
Q3 		$191K Hold
11,107
– – 0.1% 171
2023
Q2 		$198K Sell
11,107
-3,543
-24% -$62.5K 0.1% 178
2023
Q1 		$272K Buy
14,650
+299
+2% +$6.51K 0.14% 145
2022
Q4 		$309K Buy
14,351
+870
+6% +$18.9K 0.16% 126
2022
Q3 		$271K Buy
13,481
+874
+7% +$18.5K 0.15% 134
2022
Q2 		$240K Buy
12,607
+1,500
+14% +$31K 0.13% 154
2022
Q1 		$247K Hold
11,107
– – 0.12% 153
2021
Q4 		$242K Hold
11,107
– – 0.12% 162
2021
Q3 		$237K Hold
11,107
– – 0.13% 145
2021
Q2 		$224K Sell
11,107
-140
-1% -$3.03K 0.12% 151
2021
Q1 		$232K Sell
11,247
-371
-3% -$7.25K 0.13% 141
2020
Q4 		$187K Buy
+11,618
New +$168K 0.12% 146

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MTM Investment Management's RF Position: Q2 2024 in Review

MTM Investment Management sold out of Regions Financial (RF) in Q2 2024, closing a stake of 9,795 shares — an estimated $206K sold.

MTM Investment Management first reported a position in RF in Q4 2020 and held it in 13 quarters. The position peaked at $309K in Q4 2022. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • MTM Investment Management reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • MTM Investment Management sold 9,795 Regions Financial shares in Q2 2024, an estimated $206K.
  • MTM Investment Management first reported a position in Regions Financial in Q4 2020 and held it in 13 quarters.
  • MTM Investment Management's Regions Financial position peaked at $309K in Q4 2022.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on MTM Investment Management's 13F filing for Q2 2024, filed 25 Jul 2024.