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TFO Wealth Partners’s Regions Financial RF Stock Holding History

TFO Wealth 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
Q2 		– Sell
-18
Closed -$379 – 605
2024
Q1 		$379 Hold
18
– – ﹤0.01% 329
2023
Q4 		$349 Sell
18
-11
-38% -$183 ﹤0.01% 459
2023
Q3 		$517 Buy
29
+11
+61% +$208 ﹤0.01% 450
2023
Q2 		$321 Hold
18
– – ﹤0.01% 389
2023
Q1 		$334 Buy
18
+17
+1,700% +$370 ﹤0.01% 349
2022
Q4 		$721 Buy
+1
New +$22 ﹤0.01% 423
2022
Q3 		– Sell
-119
Closed -$2K – 414
2022
Q2 		$2K Buy
+119
New +$2.46K ﹤0.01% 348

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

TFO Wealth Partners's RF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Regions Financial (RF) in Q2 2024, closing a stake of 18 shares — an estimated $379 sold.

TFO Wealth Partners first reported a position in RF in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 18 Regions Financial shares in Q2 2024, an estimated $379.
  • TFO Wealth Partners first reported a position in Regions Financial in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Regions Financial position peaked at $2K in Q2 2022.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.