SP
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Symmetry Partners’s Regions Financial RF Stock Holding History

Symmetry Partners’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
-14,630
Closed -$293K – 416
2024
Q2 		$293K Hold
14,630
– – 0.02% 415
2024
Q1 		$308K Sell
14,630
-66,126
-82% -$1.25M 0.02% 410
2023
Q4 		$1.58M Sell
80,756
-5,830
-7% -$96.7K 0.09% 104
2023
Q3 		$1.49M Hold
86,586
– – 0.08% 126
2023
Q2 		$1.54M Hold
86,586
– – 0.08% 128
2023
Q1 		$1.61M Hold
86,586
– – 0.09% 120
2022
Q4 		$1.87M Hold
86,586
– – 0.11% 101
2022
Q3 		$1.74M Hold
86,586
– – 0.12% 95
2022
Q2 		$1.62M Hold
86,586
– – 0.11% 95
2022
Q1 		$1.93M Sell
86,586
-9,594
-10% -$226K 0.12% 97
2021
Q4 		$2.1M Sell
96,180
-2,869
-3% -$65.6K 0.13% 96
2021
Q3 		$2.16M Buy
99,049
+9,594
+11% +$191K 0.14% 91
2021
Q2 		$1.8M Hold
89,455
– – 0.12% 113
2021
Q1 		$1.85M Sell
89,455
-218
-0.2% -$4.26K 0.13% 100
2020
Q4 		$1.45M Sell
89,673
-2,010
-2% -$29.1K 0.11% 126
2020
Q3 		$1.06M Buy
+91,683
New +$1.02M 0.09% 154
2020
Q2 		– Sell
-17,956
Closed -$161K – 342
2020
Q1 		$161K Buy
17,956
+3,977
+28% +$55.7K 0.04% 270
2019
Q4 		$240K Hold
13,979
– – 0.05% 287
2019
Q3 		$221K Hold
13,979
– – 0.05% 306
2019
Q2 		$209K Sell
13,979
-10,341
-43% -$153K 0.04% 311
2019
Q1 		$344K Sell
24,320
-10,345
-30% -$158K 0.06% 223
2018
Q4 		$464K Buy
+34,665
New +$557K 0.12% 115
2017
Q2 		– Sell
-3,364
Closed -$49K – 48
2017
Q1 		$49K Buy
+3,364
New +$49.6K 0.03% 42

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symmetry Partners's RF Position: Q3 2024 in Review

Symmetry Partners sold out of Regions Financial (RF) in Q3 2024, closing a stake of 14,630 shares — an estimated $293K sold.

Symmetry Partners first reported a position in RF in Q1 2017 and held it in 23 quarters. The position peaked at $2.16M in Q3 2021. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Symmetry Partners reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 14,630 Regions Financial shares in Q3 2024, an estimated $293K.
  • Symmetry Partners first reported a position in Regions Financial in Q1 2017 and held it in 23 quarters.
  • Symmetry Partners's Regions Financial position peaked at $2.16M in Q3 2021.
  • 870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.