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TD Ameritrade Investment Management’s Regions Financial RF Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-378
Closed -$7K – 377
2023
Q2 		$7K Sell
378
-155
-29% -$2.74K ﹤0.01% 381
2023
Q1 		$10K Buy
533
+20
+4% +$435 ﹤0.01% 377
2022
Q4 		$11K Sell
513
-153
-23% -$3.32K ﹤0.01% 379
2022
Q3 		$13K Sell
666
-2,963
-82% -$62.6K ﹤0.01% 362
2022
Q2 		$68K Sell
3,629
-2,710
-43% -$55.9K ﹤0.01% 278
2022
Q1 		$141K Sell
6,339
-2,608
-29% -$61.4K ﹤0.01% 261
2021
Q4 		$195K Buy
8,947
+2,086
+30% +$47.7K ﹤0.01% 240
2021
Q3 		$79K Sell
6,861
-2,499
-27% -$49.7K ﹤0.01% 283
2021
Q2 		$189K Buy
9,360
+550
+6% +$11.9K ﹤0.01% 240
2021
Q1 		$142K Hold
8,810
– – ﹤0.01% 241
2020
Q4 		$142K Buy
8,810
+1,949
+28% +$28.2K ﹤0.01% 241
2020
Q3 		$79K Sell
6,861
-1,805
-21% -$20.1K ﹤0.01% 283
2020
Q2 		$96K Buy
8,666
+663
+8% +$7.06K ﹤0.01% 249
2020
Q1 		$72K Buy
8,003
+4,116
+106% +$57.7K ﹤0.01% 258
2019
Q4 		$67K Buy
3,887
+57
+1% +$938 ﹤0.01% 290
2019
Q3 		$61K Sell
3,830
-2,164
-36% -$32.7K ﹤0.01% 264
2019
Q2 		$90K Buy
5,994
+4,082
+213% +$60.3K ﹤0.01% 209
2019
Q1 		$27K Sell
1,912
-5,134
-73% -$78.6K ﹤0.01% 295
2018
Q4 		$94K Buy
7,046
+4,580
+186% +$73.6K ﹤0.01% 189
2018
Q3 		$45K Buy
2,466
+1,656
+204% +$31.2K ﹤0.01% 211
2018
Q2 		$14K Buy
+810
New +$15.2K ﹤0.01% 220

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TD Ameritrade Investment Management's RF Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Regions Financial (RF) in Q3 2023, closing a stake of 378 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in RF in Q2 2018 and held it in 21 quarters. The position peaked at $195K in Q4 2021. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 378 Regions Financial shares in Q3 2023, an estimated $7K.
  • TD Ameritrade Investment Management first reported a position in Regions Financial in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Regions Financial position peaked at $195K in Q4 2021.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.