TCV Trust & Wealth Management’s Regions Financial RF Stock Holding History

TCV Trust & 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
2022 Q2	–	Sell	-9,800	Closed	-$218K	–	207
2022 Q1	$218K	Sell	9,800 -350	-3%	-$8.24K	0.02%	194
2021 Q4	$221K	Hold	10,150	–	–	0.02%	195
2021 Q3	$216K	Hold	10,150	–	–	0.02%	184
2021 Q2	$204K	Sell	10,150 -100	-1%	-$2.16K	0.02%	183
2021 Q1	$212K	Sell	10,250 -250	-2%	-$4.89K	0.02%	177
2020 Q4	$169K	Sell	10,500 -600	-5%	-$8.68K	0.02%	180
2020 Q3	$128K	Hold	11,100	–	–	0.02%	176
2020 Q2	$123K	Hold	11,100	–	–	0.02%	173
2020 Q1	$100K	Sell	11,100 -612	-5%	-$8.57K	0.02%	164
2019 Q4	$201K	Hold	11,712	–	–	0.02%	194
2019 Q3	$185K	Sell	11,712 -200	-2%	-$3.02K	0.02%	196
2019 Q2	$178K	Sell	11,912 -200	-2%	-$2.95K	0.02%	195
2019 Q1	$171K	Hold	12,112	–	–	0.02%	202
2018 Q4	$162K	Sell	12,112 -175	-1%	-$2.81K	0.02%	201
2018 Q3	$225K	Sell	12,287 -150	-1%	-$2.82K	0.03%	198
2018 Q2	$221K	Hold	12,437	–	–	0.03%	195
2018 Q1	$231K	Buy	+12,437	New	+$236K	0.03%	178

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TCV Trust & Wealth Management's RF Position: Q2 2022 in Review

TCV Trust & Wealth Management sold out of Regions Financial (RF) in Q2 2022, closing a stake of 9,800 shares — an estimated $218K sold.

TCV Trust & Wealth Management first reported a position in RF in Q1 2018 and held it in 17 quarters. The position peaked at $231K in Q1 2018. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

TCV Trust & Wealth Management reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
TCV Trust & Wealth Management sold 9,800 Regions Financial shares in Q2 2022, an estimated $218K.
TCV Trust & Wealth Management first reported a position in Regions Financial in Q1 2018 and held it in 17 quarters.
TCV Trust & Wealth Management's Regions Financial position peaked at $231K in Q1 2018.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.