RFC
AIVL icon

Regions Financial Corp’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Regions Financial Corp’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-250
Closed -$19K – 1924
2018
Q4 		$19K Hold
250
– – ﹤0.01% 1360
2018
Q3 		$23K Hold
250
– – ﹤0.01% 1411
2018
Q2 		$22K Buy
+250
New +$21.5K ﹤0.01% 1430

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regions Financial Corp's AIVL Position: Q1 2019 in Review

Regions Financial Corp sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2019, closing a stake of 250 shares — an estimated $19K sold.

Regions Financial Corp first reported a position in AIVL in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 143 funds tracked by Wall St. Rank hold AIVL as of Q1 2019.

  • Regions Financial Corp reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2019 after selling out during the quarter.
  • Regions Financial Corp sold 250 WisdomTree US AI Enhanced Value Fund shares in Q1 2019, an estimated $19K.
  • Regions Financial Corp first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2018 and held it in 3 quarters.
  • Regions Financial Corp's WisdomTree US AI Enhanced Value Fund position peaked at $23K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2019.

Based on Regions Financial Corp's 13F filing for Q1 2019, filed 19 Apr 2019.