Tradition Wealth Management’s Regions Financial RF Stock Holding History

Tradition 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
2023 Q4	–	Sell	-164	Closed	-$3K	–	1349
2023 Q3	$3K	Hold	164	–	–	﹤0.01%	1329
2023 Q2	$3K	Buy	+164	New	+$2.9K	﹤0.01%	1353

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

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

Tradition Wealth Management's RF Position: Q4 2023 in Review

Tradition Wealth Management sold out of Regions Financial (RF) in Q4 2023, closing a stake of 164 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in RF in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Tradition Wealth Management reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 164 Regions Financial shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Regions Financial in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's Regions Financial position peaked at $3K in Q3 2023.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.