SIAP
RF icon

Sterling Investment Advisors (Pennsylvania)’s Regions Financial RF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-201
Closed -$4K – 612
2021
Q3 		$4K Buy
+201
New +$4K ﹤0.01% 509

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

Sterling Investment Advisors (Pennsylvania)'s RF Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Regions Financial (RF) in Q4 2021, closing a stake of 201 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in RF in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 836 funds tracked by Wall St. Rank hold RF as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 201 Regions Financial shares in Q4 2021, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Regions Financial in Q3 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Regions Financial position peaked at $4K in Q3 2021.
  • 836 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.