SIAG
RF icon

Safeguard Investment Advisory Group’s Regions Financial RF Stock Holding History

Safeguard Investment Advisory Group’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
-9,512
Closed -$153K – 556
2020
Q4 		$153K Buy
+9,512
New +$138K 0.14% 92

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Investment Advisory Group's RF Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Regions Financial (RF) in Q1 2021, closing a stake of 9,512 shares — an estimated $153K sold.

Safeguard Investment Advisory Group first reported a position in RF in Q4 2020 and held it in 1 quarter. The position peaked at $153K in Q4 2020. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 9,512 Regions Financial shares in Q1 2021, an estimated $153K.
  • Safeguard Investment Advisory Group first reported a position in Regions Financial in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Regions Financial position peaked at $153K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.