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Stratos Wealth Partners’s Regency Centers REG Stock Holding History

Stratos Wealth Partners’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,847
Closed -$325K – 1444
2023
Q4 		$325K Sell
4,847
-12
-0.2% -$742 0.01% 1039
2023
Q3 		$289K Buy
+4,859
New +$307K 0.01% 1032
2018
Q4 		– Sell
-113
Closed -$7K – 2120
2018
Q3 		$7K Buy
+113
New +$7.2K ﹤0.01% 2325
2018
Q2 		– Sell
-113
Closed -$7K – 2213
2018
Q1 		$7K Sell
113
-13
-10% -$785 ﹤0.01% 2485
2017
Q4 		$9K Buy
+126
New +$8.32K ﹤0.01% 2209

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Stratos Wealth Partners's REG Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Regency Centers (REG) in Q1 2024, closing a stake of 4,847 shares — an estimated $325K sold.

Stratos Wealth Partners first reported a position in REG in Q4 2017 and held it in 5 quarters. The position peaked at $325K in Q4 2023. 465 funds tracked by Wall St. Rank hold REG as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Regency Centers position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,847 Regency Centers shares in Q1 2024, an estimated $325K.
  • Stratos Wealth Partners first reported a position in Regency Centers in Q4 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's Regency Centers position peaked at $325K in Q4 2023.
  • 465 funds tracked by Wall St. Rank held Regency Centers as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.