Riverwater Partners’s Regions Financial RF Stock Holding History

Riverwater Partners’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 Q4	–	Sell	-18,551	Closed	-$372K	–	213
2022 Q3	$372K	Buy	18,551 +6	+0%	+$127	0.37%	88
2022 Q2	$348K	Sell	18,545 -210	-1%	-$4.33K	0.35%	98
2022 Q1	$417K	Buy	18,755 +277	+1%	+$6.52K	0.69%	65
2021 Q4	$403K	Buy	+18,478	New	+$423K	0.36%	99

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Riverwater Partners's RF Position: Q4 2022 in Review

Riverwater Partners sold out of Regions Financial (RF) in Q4 2022, closing a stake of 18,551 shares — an estimated $372K sold.

Riverwater Partners first reported a position in RF in Q4 2021 and held it in 4 quarters. The position peaked at $417K in Q1 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Riverwater Partners reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Riverwater Partners sold 18,551 Regions Financial shares in Q4 2022, an estimated $372K.
Riverwater Partners first reported a position in Regions Financial in Q4 2021 and held it in 4 quarters.
Riverwater Partners's Regions Financial position peaked at $417K in Q1 2022.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Riverwater Partners's 13F filing for Q4 2022, filed 12 Jan 2023.