Simon Quick Advisors’s Regions Financial RF Stock Holding History

Simon Quick Advisors’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 Q4	–	Sell	-5	Closed	–	–	412
2021 Q3	$0	Sell	5 -495	-99%	-$9.85K	﹤0.01%	444
2021 Q2	$10K	Sell	500 -2,300	-82%	-$49.7K	﹤0.01%	378
2021 Q1	$57K	Buy	+2,800	New	+$54.7K	0.02%	230
2020 Q1	–	Sell	-472	Closed	-$8K	–	667
2019 Q4	$8K	Buy	+472	New	+$7.77K	﹤0.01%	428

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

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

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

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

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Simon Quick Advisors's RF Position: Q4 2021 in Review

Simon Quick Advisors sold out of Regions Financial (RF) in Q4 2021, closing a stake of 5 shares.

Simon Quick Advisors first reported a position in RF in Q4 2019 and held it in 4 quarters. The position peaked at $57K in Q1 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

Simon Quick Advisors reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
Simon Quick Advisors sold 5 Regions Financial shares in Q4 2021.
Simon Quick Advisors first reported a position in Regions Financial in Q4 2019 and held it in 4 quarters.
Simon Quick Advisors's Regions Financial position peaked at $57K in Q1 2021.
835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.