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Paces Ferry Wealth Advisors’s Regions Financial RF Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-337
Closed -$4K – 889
2020
Q3 		$4K Buy
+337
New +$3.76K ﹤0.01% 561

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's RF Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Regions Financial (RF) in Q4 2020, closing a stake of 337 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in RF in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 718 funds tracked by Wall St. Rank hold RF as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Regions Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 337 Regions Financial shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Regions Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Regions Financial position peaked at $4K in Q3 2020.
  • 718 funds tracked by Wall St. Rank held Regions Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.