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Outlook Wealth Advisors’s Regions Financial RF Stock Holding History

Outlook Wealth Advisors’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
2019
Q4 		– Sell
-10,502
Closed -$166K – 161
2019
Q3 		$166K Sell
10,502
-1,093
-9% -$16.5K 0.1% 156
2019
Q2 		$173K Buy
+11,595
New +$171K 0.11% 148

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Outlook Wealth Advisors's RF Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Regions Financial (RF) in Q4 2019, closing a stake of 10,502 shares — an estimated $166K sold.

Outlook Wealth Advisors first reported a position in RF in Q2 2019 and held it in 2 quarters. The position peaked at $173K in Q2 2019. 757 funds tracked by Wall St. Rank hold RF as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Regions Financial position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,502 Regions Financial shares in Q4 2019, an estimated $166K.
  • Outlook Wealth Advisors first reported a position in Regions Financial in Q2 2019 and held it in 2 quarters.
  • Outlook Wealth Advisors's Regions Financial position peaked at $173K in Q2 2019.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.