RGT Wealth Advisors’s Regions Financial RF Stock Holding History

RGT 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
2022 Q1	–	Sell	-106	Closed	-$2K	–	285
2021 Q4	$2K	Buy	+106	New	+$2.42K	﹤0.01%	303

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

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

RGT Wealth Advisors's RF Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Regions Financial (RF) in Q1 2022, closing a stake of 106 shares — an estimated $2K sold.

RGT Wealth Advisors first reported a position in RF in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

RGT Wealth Advisors reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 106 Regions Financial shares in Q1 2022, an estimated $2K.
RGT Wealth Advisors first reported a position in Regions Financial in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Regions Financial position peaked at $2K in Q4 2021.
811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.