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Simplicity Solutions’s Regions Financial RF Stock Holding History

Simplicity Solutions’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
Q4 		$491K Sell
25,336
-3,085
-11% -$51.2K 0.01% 669
2023
Q3 		$489K Buy
28,421
+847
+3% +$16K 0.02% 604
2023
Q2 		$491K Buy
27,574
+11,835
+75% +$209K 0.01% 669
2023
Q1 		$292K Buy
15,739
+5,601
+55% +$122K 0.01% 860
2022
Q4 		$219K Buy
+10,138
New +$220K 0.03% 589
2021
Q1 		– Sell
-57,077
Closed -$920K – 867
2020
Q4 		$920K Sell
57,077
-5,432
-9% -$78.5K 0.01% 562
2020
Q3 		$721K Sell
62,509
-10,425
-14% -$116K 0.01% 565
2020
Q2 		$811K Buy
72,934
+34,937
+92% +$372K 0.02% 520
2020
Q1 		$341K Sell
37,997
-109,862
-74% -$1.54M 0.01% 581
2019
Q4 		$2.54M Buy
147,859
+88,793
+150% +$1.46M 0.08% 204
2019
Q3 		$935K Buy
59,066
+37,470
+174% +$566K 0.04% 316
2019
Q2 		$323K Buy
21,596
+10,145
+89% +$150K 0.01% 468
2019
Q1 		$162K Sell
11,451
-4,827
-30% -$73.9K 0.01% 712
2018
Q4 		$218K Buy
+16,278
New +$262K 0.03% 546
2017
Q3 		– Sell
-20,227
Closed -$296K – 338
2017
Q2 		$296K Buy
20,227
+3,738
+23% +$52.6K 0.04% 321
2017
Q1 		$240K Buy
16,489
+198
+1% +$2.92K 0.04% 336
2016
Q4 		$234K Buy
+16,291
New +$201K 0.05% 297
2016
Q1 		– Sell
-66,971
Closed -$643K – 439
2015
Q4 		$643K Buy
+66,971
New +$643K 0.08% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Simplicity Solutions's RF Position: Q4 2023 in Review

Simplicity Solutions reduced its Regions Financial (RF) stake by 11% in Q4 2023, selling an estimated $51.2K and leaving 25,336 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #669.

Simplicity Solutions first reported a position in RF in Q4 2015 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2019. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Simplicity Solutions held 25,336 shares of Regions Financial worth $491K as of Q4 2023.
  • Simplicity Solutions sold 3,085 Regions Financial shares in Q4 2023, an estimated $51.2K.
  • Regions Financial made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #669 holding.
  • Simplicity Solutions first reported a position in Regions Financial in Q4 2015 and has held it in 18 quarters since.
  • Simplicity Solutions's Regions Financial position peaked at $2.54M in Q4 2019.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.