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RE Dickinson Investment Advisors’s Regions Financial RF Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$214K Hold
911
– – 0.01% 131
2024
Q3 		$21.3K Hold
911
– – 0.01% 128
2024
Q2 		$18.3K Sell
911
-1,115
-55% -$21.6K 0.01% 132
2024
Q1 		$43K Hold
2,026
– – 0.03% 87
2023
Q4 		$39K Hold
2,026
– – 0.03% 91
2023
Q3 		$35K Hold
2,026
– – 0.02% 99
2023
Q2 		$36K Hold
2,026
– – 0.01% 174
2023
Q1 		$38K Hold
2,026
– – 0.01% 177
2022
Q4 		$44K Buy
+2,026
New +$43.9K 0.02% 152

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return