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Regions Financial Corp’s Invesco Dividend Achievers ETF PFM Stock Holding History

Regions Financial Corp’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,250
Closed -$317K – 826
2020
Q2 		$317K Hold
11,250
– – ﹤0.01% 615
2020
Q1 		$277K Buy
+11,250
New +$327K ﹤0.01% 607

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regions Financial Corp's PFM Position: Q3 2020 in Review

Regions Financial Corp sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2020, closing a stake of 11,250 shares — an estimated $317K sold.

Regions Financial Corp first reported a position in PFM in Q1 2020 and held it in 2 quarters. The position peaked at $317K in Q2 2020. 85 funds tracked by Wall St. Rank hold PFM as of Q3 2020.

  • Regions Financial Corp reported no remaining Invesco Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Regions Financial Corp sold 11,250 Invesco Dividend Achievers ETF shares in Q3 2020, an estimated $317K.
  • Regions Financial Corp first reported a position in Invesco Dividend Achievers ETF in Q1 2020 and held it in 2 quarters.
  • Regions Financial Corp's Invesco Dividend Achievers ETF position peaked at $317K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2020.

Based on Regions Financial Corp's 13F filing for Q3 2020, filed 15 Oct 2020.