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Principle Wealth Partners’s Regions Financial RF Stock Holding History

Principle 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
Q3 		– Sell
-1,346
Closed -$15K – 365
2020
Q2 		$15K Buy
+1,346
New +$14.3K ﹤0.01% 378

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

Principle Wealth Partners's RF Position: Q3 2020 in Review

Principle Wealth Partners sold out of Regions Financial (RF) in Q3 2020, closing a stake of 1,346 shares — an estimated $15K sold.

Principle Wealth Partners first reported a position in RF in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Principle Wealth Partners reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,346 Regions Financial shares in Q3 2020, an estimated $15K.
  • Principle Wealth Partners first reported a position in Regions Financial in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Regions Financial position peaked at $15K in Q2 2020.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.