Paradigm Financial Advisors’s Regions Financial RF Stock Holding History

Paradigm Financial 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	-10,008	Closed	-$158K	–	134
2019 Q3	$158K	Sell	10,008 -742	-7%	-$11.2K	0.06%	119
2019 Q2	$161K	Hold	10,750	–	–	0.06%	124
2019 Q1	$152K	Hold	10,750	–	–	0.06%	118
2018 Q4	$144K	Sell	10,750 -945	-8%	-$15.2K	0.06%	118
2018 Q3	$214K	Hold	11,695	–	–	0.08%	119
2018 Q2	$207K	Hold	11,695	–	–	0.09%	108
2018 Q1	$217K	Hold	11,695	–	–	0.09%	107
2017 Q4	$202K	Hold	11,695	–	–	0.09%	105
2017 Q3	$178K	Hold	11,695	–	–	0.09%	107
2017 Q2	$171K	Sell	11,695 -283	-2%	-$3.98K	0.09%	102
2017 Q1	$174K	Hold	11,978	–	–	0.09%	105
2016 Q4	$172K	Sell	11,978 -1,511	-11%	-$18.7K	0.09%	101
2016 Q3	$133K	Sell	13,489 -566	-4%	-$5.3K	0.08%	91
2016 Q2	$119K	Buy	+14,055	New	+$127K	0.07%	89
2016 Q1	–	Sell	-14,948	Closed	-$143K	–	91
2015 Q4	$143K	Sell	14,948 -215	-1%	-$2.06K	0.09%	81
2015 Q3	$136K	Buy	15,163 +495	+3%	+$4.89K	0.09%	89
2015 Q2	$151K	Hold	14,668	–	–	0.11%	83
2015 Q1	$138K	Buy	+14,668	New	+$139K	0.11%	81
2014 Q3	–	Sell	-15,590	Closed	-$165K	–	81
2014 Q2	$165K	Hold	15,590	–	–	0.14%	80
2014 Q1	$173K	Hold	15,590	–	–	0.16%	80
2013 Q4	$154K	Buy	+15,590	New	+$150K	0.15%	82

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Financial Advisors's RF Position: Q4 2019 in Review

Paradigm Financial Advisors sold out of Regions Financial (RF) in Q4 2019, closing a stake of 10,008 shares — an estimated $158K sold.

Paradigm Financial Advisors first reported a position in RF in Q4 2013 and held it in 21 quarters. The position peaked at $217K in Q1 2018. 757 funds tracked by Wall St. Rank hold RF as of Q4 2019.

Paradigm Financial Advisors reported no remaining Regions Financial position as of Q4 2019 after selling out during the quarter.
Paradigm Financial Advisors sold 10,008 Regions Financial shares in Q4 2019, an estimated $158K.
Paradigm Financial Advisors first reported a position in Regions Financial in Q4 2013 and held it in 21 quarters.
Paradigm Financial Advisors's Regions Financial position peaked at $217K in Q1 2018.
757 funds tracked by Wall St. Rank held Regions Financial as of Q4 2019.

Based on Paradigm Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.