Ropes Wealth Advisors’s Regions Financial RF Stock Holding History

Ropes 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
2021 Q1	–	Sell	-56	Closed	-$1K	–	668
2020 Q4	$1K	Buy	+56	New	+$810	﹤0.01%	765
2020 Q3	–	Sell	-196	Closed	-$2K	–	663
2020 Q2	$2K	Buy	+196	New	+$2.09K	﹤0.01%	539
2019 Q2	–	Sell	-250	Closed	-$4K	–	578
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	490
2018 Q4	$3K	Sell	250 -820	-77%	-$13.2K	﹤0.01%	479
2018 Q3	$20K	Hold	1,070	–	–	﹤0.01%	403
2018 Q2	$19K	Hold	1,070	–	–	0.01%	420
2018 Q1	$20K	Sell	1,070 -260	-20%	-$4.93K	0.01%	401
2017 Q4	$23K	Buy	1,330 +250	+23%	+$4K	0.01%	423
2017 Q3	$16K	Hold	1,080	–	–	﹤0.01%	444
2017 Q2	$16K	Hold	1,080	–	–	﹤0.01%	419
2017 Q1	$16K	Hold	1,080	–	–	﹤0.01%	422
2016 Q4	$16K	Hold	1,080	–	–	0.01%	420
2016 Q3	$11K	Hold	1,080	–	–	﹤0.01%	409
2016 Q2	$9K	Buy	+1,080	New	+$9.78K	﹤0.01%	375

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ropes Wealth Advisors's RF Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Regions Financial (RF) in Q1 2021, closing a stake of 56 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in RF in Q2 2016 and held it in 14 quarters. The position peaked at $23K in Q4 2017. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

Ropes Wealth Advisors reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 56 Regions Financial shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Regions Financial in Q2 2016 and held it in 14 quarters.
Ropes Wealth Advisors's Regions Financial position peaked at $23K in Q4 2017.
757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.