Patriot Financial Group Insurance Agency’s Regency Centers REG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-180	Closed	-$11K	–	1594
2022 Q2	$11K	Buy	180 +20	+13%	+$1.33K	﹤0.01%	1213
2022 Q1	$11K	Buy	+160	New	+$11.2K	﹤0.01%	1329

Other funds holding REG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's REG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Regency Centers (REG) in Q3 2022, closing a stake of 180 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in REG in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 401 funds tracked by Wall St. Rank hold REG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Regency Centers position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 180 Regency Centers shares in Q3 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Regency Centers in Q1 2022 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's Regency Centers position peaked at $11K in Q2 2022.
401 funds tracked by Wall St. Rank held Regency Centers as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.