RWB
RF icon

RMR Wealth Builders’s Regions Financial RF Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-896
Closed -$19K – 579
2021
Q1 		$19K Hold
896
– – ﹤0.01% 523
2020
Q4 		$14K Buy
+896
New +$13K 0.01% 384
2020
Q3 		– Sell
-896
Closed -$10K – 416
2020
Q2 		$10K Buy
+896
New +$9.54K 0.01% 349
2019
Q4 		$15K Buy
+896
New +$14.8K 0.01% 329

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RMR Wealth Builders's RF Position: Q2 2021 in Review

RMR Wealth Builders sold out of Regions Financial (RF) in Q2 2021, closing a stake of 896 shares — an estimated $19K sold.

RMR Wealth Builders first reported a position in RF in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q1 2021. 773 funds tracked by Wall St. Rank hold RF as of Q2 2021.

  • RMR Wealth Builders reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 896 Regions Financial shares in Q2 2021, an estimated $19K.
  • RMR Wealth Builders first reported a position in Regions Financial in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Regions Financial position peaked at $19K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.