PWP
RF icon

Personal Wealth Partners’s Regions Financial RF Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-113
Closed -$2K – 487
2019
Q4 		$2K Hold
113
– – ﹤0.01% 361
2019
Q3 		$2K Buy
+113
New +$1.71K ﹤0.01% 368

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's RF Position: Q1 2020 in Review

Personal Wealth Partners sold out of Regions Financial (RF) in Q1 2020, closing a stake of 113 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in RF in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

  • Personal Wealth Partners reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 113 Regions Financial shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in Regions Financial in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Regions Financial position peaked at $2K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.