SeaCrest Wealth Management’s Regions Financial RF Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-2,300	Closed	-$43K	–	1309
2022 Q2	$43K	Buy	+2,300	New	+$47.5K	0.01%	1188
2019 Q2	–	Sell	-5,820	Closed	-$82K	–	1557
2019 Q1	$82K	Buy	5,820 +149	+3%	+$2.28K	0.01%	770
2018 Q4	$76K	Buy	5,671 +1,172	+26%	+$18.8K	0.02%	765
2018 Q3	$83K	Sell	4,499 -1,000	-18%	-$18.8K	0.01%	810
2018 Q2	$98K	Sell	5,499 -19	-0.3%	-$356	0.02%	728
2018 Q1	$103K	Buy	5,518 +329	+6%	+$6.23K	0.02%	693
2017 Q4	$90K	Buy	+5,189	New	+$83K	0.02%	752

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SeaCrest Wealth Management's RF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Regions Financial (RF) in Q3 2022, closing a stake of 2,300 shares — an estimated $43K sold.

SeaCrest Wealth Management first reported a position in RF in Q4 2017 and held it in 7 quarters. The position peaked at $103K in Q1 2018. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

SeaCrest Wealth Management reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,300 Regions Financial shares in Q3 2022, an estimated $43K.
SeaCrest Wealth Management first reported a position in Regions Financial in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Regions Financial position peaked at $103K in Q1 2018.
837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.