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Regent Peak Wealth Advisors’s Regions Financial RF Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-286
Closed -$5K – 793
2020
Q4 		$5K Buy
+286
New +$4.13K ﹤0.01% 677

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regent Peak Wealth Advisors's RF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Regions Financial (RF) in Q1 2021, closing a stake of 286 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in RF in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 286 Regions Financial shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Regions Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Regions Financial position peaked at $5K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.