Regal Wealth Group’s Regions Financial RF Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-1,149	Closed	-$24K	–	204
2021 Q1	$24K	Buy	+1,149	New	+$22.5K	0.01%	136

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Wealth Group's RF Position: Q2 2021 in Review

Regal Wealth Group sold out of Regions Financial (RF) in Q2 2021, closing a stake of 1,149 shares — an estimated $24K sold.

Regal Wealth Group first reported a position in RF in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

Regal Wealth Group reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 1,149 Regions Financial shares in Q2 2021, an estimated $24K.
Regal Wealth Group first reported a position in Regions Financial in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's Regions Financial position peaked at $24K in Q1 2021.
772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.