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Tobias Financial Advisors’s Regions Financial RF Stock Holding History

Tobias Financial Advisors’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
Q1 		– Sell
-2,825
Closed -$48K – 227
2019
Q4 		$48K Buy
+2,825
New +$46.5K 0.03% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tobias Financial Advisors's RF Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Regions Financial (RF) in Q1 2020, closing a stake of 2,825 shares — an estimated $48K sold.

Tobias Financial Advisors first reported a position in RF in Q4 2019 and held it in 1 quarter. The position peaked at $48K in Q4 2019. 688 funds tracked by Wall St. Rank hold RF as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Regions Financial position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,825 Regions Financial shares in Q1 2020, an estimated $48K.
  • Tobias Financial Advisors first reported a position in Regions Financial in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Regions Financial position peaked at $48K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held Regions Financial as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.