Polaris Wealth Advisory Group’s Regions Financial RF Stock Holding History

Polaris Wealth Advisory Group’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
2021 Q2	–	Sell	-983,153	Closed	-$20.9M	–	201
2021 Q1	$20.9M	Sell	983,153 -65,623	-6%	-$1.28M	1.34%	30
2020 Q4	$18.4M	Buy	+1,048,776	New	+$15.2M	1.38%	27
2020 Q1	–	Sell	-222,542	Closed	-$3.71M	–	166
2019 Q4	$3.71M	Buy	+222,542	New	+$3.66M	0.25%	75

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Polaris Wealth Advisory Group's RF Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Regions Financial (RF) in Q2 2021, closing a stake of 983,153 shares — an estimated $20.9M sold.

Polaris Wealth Advisory Group first reported a position in RF in Q4 2019 and held it in 3 quarters. The position peaked at $20.9M in Q1 2021. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 983,153 Regions Financial shares in Q2 2021, an estimated $20.9M.
Polaris Wealth Advisory Group first reported a position in Regions Financial in Q4 2019 and held it in 3 quarters.
Polaris Wealth Advisory Group's Regions Financial position peaked at $20.9M in Q1 2021.
772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.