Opal Wealth Advisors’s Regency Centers REG Stock Holding History

Opal Wealth Advisors’s Portfolio REG Stock Details REG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11	Closed	-$685	–	950
2024 Q2	$685	Buy	+11	New	+$659	﹤0.01%	1132

Other funds holding REG

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Opal Wealth Advisors's REG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Regency Centers (REG) in Q3 2024, closing a stake of 11 shares — an estimated $685 sold.

Opal Wealth Advisors first reported a position in REG in Q2 2024 and held it in 1 quarter. The position peaked at $685 in Q2 2024. 483 funds tracked by Wall St. Rank hold REG as of Q3 2024.

Opal Wealth Advisors reported no remaining Regency Centers position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 11 Regency Centers shares in Q3 2024, an estimated $685.
Opal Wealth Advisors first reported a position in Regency Centers in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Regency Centers position peaked at $685 in Q2 2024.
483 funds tracked by Wall St. Rank held Regency Centers as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.