My Personal CFO LLC’s Regions Financial RF Stock Holding History

My Personal CFO LLC’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	-87	Closed	-$1.88K	–	647
2022 Q4	$1.88K	Buy	+87	New	+$1.89K	﹤0.01%	530

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

My Personal CFO LLC's RF Position: Q1 2023 in Review

My Personal CFO LLC sold out of Regions Financial (RF) in Q1 2023, closing a stake of 87 shares — an estimated $1.88K sold.

My Personal CFO LLC first reported a position in RF in Q4 2022 and held it in 1 quarter. The position peaked at $1.88K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

My Personal CFO LLC reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 87 Regions Financial shares in Q1 2023, an estimated $1.88K.
My Personal CFO LLC first reported a position in Regions Financial in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Regions Financial position peaked at $1.88K in Q4 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.