Psagot Value Holdings’s Regions Financial RF Stock Holding History

Psagot Value Holdings’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	-17,706	Closed	-$355K	–	374
2022 Q3	$355K	Hold	17,706	–	–	0.1%	142
2022 Q2	$332K	Hold	17,706	–	–	0.08%	152
2022 Q1	$394K	Sell	17,706 -2,595	-13%	-$61.1K	0.09%	148
2021 Q4	$443K	Hold	20,301	–	–	0.08%	157
2021 Q3	$433K	Hold	20,301	–	–	0.07%	192
2021 Q2	$410K	Buy	+20,301	New	+$439K	0.01%	233

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

Psagot Value Holdings's RF Position: Q4 2022 in Review

Psagot Value Holdings sold out of Regions Financial (RF) in Q4 2022, closing a stake of 17,706 shares — an estimated $355K sold.

Psagot Value Holdings first reported a position in RF in Q2 2021 and held it in 6 quarters. The position peaked at $443K in Q4 2021. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Psagot Value Holdings reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 17,706 Regions Financial shares in Q4 2022, an estimated $355K.
Psagot Value Holdings first reported a position in Regions Financial in Q2 2021 and held it in 6 quarters.
Psagot Value Holdings's Regions Financial position peaked at $443K in Q4 2021.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.