Taylor Hoffman Wealth Management’s Regions Financial RF Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-259	Closed	-$3K	–	306
2020 Q2	$3K	Buy	+259	New	+$2.76K	﹤0.01%	350
2020 Q1	–	Sell	-259	Closed	-$4K	–	318
2019 Q4	$4K	Hold	259	–	–	﹤0.01%	371
2019 Q3	$4K	Hold	259	–	–	﹤0.01%	367
2019 Q2	$4K	Hold	259	–	–	﹤0.01%	354
2019 Q1	$4K	Hold	259	–	–	﹤0.01%	358
2018 Q4	$3K	Hold	259	–	–	﹤0.01%	358
2018 Q3	$5K	Hold	259	–	–	﹤0.01%	331
2018 Q2	$5K	Sell	259 -281	-52%	-$5.26K	﹤0.01%	314
2018 Q1	$10K	Hold	540	–	–	0.01%	279
2017 Q4	$9K	Buy	+540	New	+$8.63K	0.01%	294

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's RF Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Regions Financial (RF) in Q3 2020, closing a stake of 259 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in RF in Q4 2017 and held it in 10 quarters. The position peaked at $10K in Q1 2018. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 259 Regions Financial shares in Q3 2020, an estimated $3K.
Taylor Hoffman Wealth Management first reported a position in Regions Financial in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Regions Financial position peaked at $10K in Q1 2018.
648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.