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National Wealth Management Group’s Regions Financial RF Stock Holding History

National Wealth Management 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
2022
Q4 		– Sell
-15,680
Closed -$315K – 158
2022
Q3 		$315K Buy
+15,680
New +$331K 0.41% 78

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

National Wealth Management Group's RF Position: Q4 2022 in Review

National Wealth Management Group sold out of Regions Financial (RF) in Q4 2022, closing a stake of 15,680 shares — an estimated $315K sold.

National Wealth Management Group first reported a position in RF in Q3 2022 and held it in 1 quarter. The position peaked at $315K in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

  • National Wealth Management Group reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 15,680 Regions Financial shares in Q4 2022, an estimated $315K.
  • National Wealth Management Group first reported a position in Regions Financial in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's Regions Financial position peaked at $315K in Q3 2022.
  • 881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.