Simplicity Wealth’s Regions Financial RF Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-34,449	Closed	-$690K	–	1049
2024 Q2	$690K	Buy	34,449 +3,102	+10%	+$60.2K	0.02%	638
2024 Q1	$660K	Buy	+31,347	New	+$593K	0.02%	641

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Simplicity Wealth's RF Position: Q3 2024 in Review

Simplicity Wealth sold out of Regions Financial (RF) in Q3 2024, closing a stake of 34,449 shares — an estimated $690K sold.

Simplicity Wealth first reported a position in RF in Q1 2024 and held it in 2 quarters. The position peaked at $690K in Q2 2024. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

Simplicity Wealth reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 34,449 Regions Financial shares in Q3 2024, an estimated $690K.
Simplicity Wealth first reported a position in Regions Financial in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Regions Financial position peaked at $690K in Q2 2024.
870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.