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Signature Wealth Management Group’s Regions Financial RF Stock Holding History

Signature Wealth Management 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
2022
Q1 		– Sell
-154,068
Closed -$3.36M – 88
2021
Q4 		$3.36M Sell
154,068
-6,994
-4% -$160K 1.69% 27
2021
Q3 		$3.43M Buy
161,062
+3,799
+2% +$75.6K 1.91% 18
2021
Q2 		$3.17M Buy
157,263
+669
+0.4% +$14.5K 1.77% 32
2021
Q1 		$3.23M Sell
156,594
-66,155
-30% -$1.29M 1.9% 27
2020
Q4 		$3.59M Sell
222,749
-1,279
-0.6% -$18.5K 2.26% 9
2020
Q3 		$2.58M Buy
224,028
+11,804
+6% +$132K 1.86% 29
2020
Q2 		$2.36M Buy
212,224
+2,293
+1% +$24.4K 1.8% 30
2020
Q1 		$1.88M Sell
209,931
-2,771
-1% -$38.8K 1.66% 32
2019
Q4 		$3.65M Buy
212,702
+692
+0.3% +$11.4K 2.3% 11
2019
Q3 		$3.35M Buy
212,010
+1,898
+0.9% +$28.7K 2.22% 16
2019
Q2 		$3.2M Buy
+210,112
New +$3.1M 2.13% 21

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Signature Wealth Management Group's RF Position: Q1 2022 in Review

Signature Wealth Management Group sold out of Regions Financial (RF) in Q1 2022, closing a stake of 154,068 shares — an estimated $3.36M sold.

Signature Wealth Management Group first reported a position in RF in Q2 2019 and held it in 11 quarters. The position peaked at $3.65M in Q4 2019. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • Signature Wealth Management Group reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • Signature Wealth Management Group sold 154,068 Regions Financial shares in Q1 2022, an estimated $3.36M.
  • Signature Wealth Management Group first reported a position in Regions Financial in Q2 2019 and held it in 11 quarters.
  • Signature Wealth Management Group's Regions Financial position peaked at $3.65M in Q4 2019.
  • 811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Signature Wealth Management Group's 13F filing for Q1 2022, filed 14 Apr 2022.