Precision Wealth Strategies’s Regions Financial RF Stock Holding History

Precision 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
2022 Q4	–	Sell	-16,360	Closed	-$336K	–	129
2022 Q3	$336K	Sell	16,360 -2,000	-11%	-$42.2K	0.3%	76
2022 Q2	$342K	Buy	18,360 +862	+5%	+$17.8K	0.27%	85
2022 Q1	$390K	Sell	17,498 -6,603	-27%	-$155K	0.23%	90
2021 Q4	$525K	Buy	24,101 +2,842	+13%	+$65K	0.38%	76
2021 Q3	$453K	Buy	21,259 +10,043	+90%	+$200K	0.35%	68
2021 Q2	$226K	Buy	+11,216	New	+$243K	0.19%	101

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Precision Wealth Strategies's RF Position: Q4 2022 in Review

Precision Wealth Strategies sold out of Regions Financial (RF) in Q4 2022, closing a stake of 16,360 shares — an estimated $336K sold.

Precision Wealth Strategies first reported a position in RF in Q2 2021 and held it in 6 quarters. The position peaked at $525K in Q4 2021. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Precision Wealth Strategies reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Precision Wealth Strategies sold 16,360 Regions Financial shares in Q4 2022, an estimated $336K.
Precision Wealth Strategies first reported a position in Regions Financial in Q2 2021 and held it in 6 quarters.
Precision Wealth Strategies's Regions Financial position peaked at $525K in Q4 2021.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Precision Wealth Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.