PWM
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Provident Wealth Management’s Regions Financial RF Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-3,000
Closed -$35K – 221
2020
Q3 		$35K Buy
+3,000
New +$33.5K 0.04% 109

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provident Wealth Management's RF Position: Q4 2020 in Review

Provident Wealth Management sold out of Regions Financial (RF) in Q4 2020, closing a stake of 3,000 shares — an estimated $35K sold.

Provident Wealth Management first reported a position in RF in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 718 funds tracked by Wall St. Rank hold RF as of Q4 2020.

  • Provident Wealth Management reported no remaining Regions Financial position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 3,000 Regions Financial shares in Q4 2020, an estimated $35K.
  • Provident Wealth Management first reported a position in Regions Financial in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Regions Financial position peaked at $35K in Q3 2020.
  • 718 funds tracked by Wall St. Rank held Regions Financial as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.