Sageworth Trust’s Regions Financial RF Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-52	Closed	-$1K	–	567
2022 Q4	$1K	Buy	+52	New	+$1.13K	﹤0.01%	436

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Sageworth Trust's RF Position: Q1 2023 in Review

Sageworth Trust sold out of Regions Financial (RF) in Q1 2023, closing a stake of 52 shares — an estimated $1K sold.

Sageworth Trust first reported a position in RF in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

Sageworth Trust reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 52 Regions Financial shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Regions Financial in Q4 2022 and held it in 1 quarter.
Sageworth Trust's Regions Financial position peaked at $1K in Q4 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.