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Richard W. Paul & Associates’s Regions Financial RF Stock Holding History

Richard W. Paul & Associates’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
2023
Q3 		– Sell
-63
Closed -$1.12K – 551
2023
Q2 		$1.12K Buy
63
+10
+19% +$177 ﹤0.01% 471
2023
Q1 		$984 Sell
53
-1
-2% -$22 ﹤0.01% 484
2022
Q4 		$1.16K Buy
+54
New +$1.17K ﹤0.01% 459

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Richard W. Paul & Associates's RF Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Regions Financial (RF) in Q3 2023, closing a stake of 63 shares — an estimated $1.12K sold.

Richard W. Paul & Associates first reported a position in RF in Q4 2022 and held it in 3 quarters. The position peaked at $1.16K in Q4 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 63 Regions Financial shares in Q3 2023, an estimated $1.12K.
  • Richard W. Paul & Associates first reported a position in Regions Financial in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Regions Financial position peaked at $1.16K in Q4 2022.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.