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Sierra Capital’s Regions Financial RF Stock Holding History

Sierra Capital’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
-117
Closed -$3K – 477
2022
Q4 		$3K Hold
117
– – ﹤0.01% 479
2022
Q3 		$2K Hold
117
– – ﹤0.01% 545
2022
Q2 		$2K Hold
117
– – ﹤0.01% 614
2022
Q1 		$3K Hold
117
– – ﹤0.01% 612
2021
Q4 		$3K Buy
+117
New +$2.68K ﹤0.01% 621

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sierra Capital's RF Position: Q1 2023 in Review

Sierra Capital sold out of Regions Financial (RF) in Q1 2023, closing a stake of 117 shares — an estimated $3K sold.

Sierra Capital first reported a position in RF in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Sierra Capital reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 117 Regions Financial shares in Q1 2023, an estimated $3K.
  • Sierra Capital first reported a position in Regions Financial in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Regions Financial position peaked at $3K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.