PWS
RF icon

Paragon Wealth Strategies’s Regions Financial RF Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-257
Closed -$5.53K – 187
2022
Q4 		$5.53K Buy
257
+3
+1% +$65 0.01% 156
2022
Q3 		$5K Buy
+254
New +$5.36K ﹤0.01% 135

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paragon Wealth Strategies's RF Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Regions Financial (RF) in Q1 2023, closing a stake of 257 shares — an estimated $5.53K sold.

Paragon Wealth Strategies first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $5.53K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 257 Regions Financial shares in Q1 2023, an estimated $5.53K.
  • Paragon Wealth Strategies first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's Regions Financial position peaked at $5.53K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.