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Triad Wealth Partners’s Regions Financial RF Stock Holding History

Triad 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
Q3 		– Sell
-237
Closed -$4.75K – 705
2024
Q2 		$4.75K Buy
+237
New +$4.6K ﹤0.01% 582

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Triad Wealth Partners's RF Position: Q3 2024 in Review

Triad Wealth Partners sold out of Regions Financial (RF) in Q3 2024, closing a stake of 237 shares — an estimated $4.75K sold.

Triad Wealth Partners first reported a position in RF in Q2 2024 and held it in 1 quarter. The position peaked at $4.75K in Q2 2024. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Triad Wealth Partners reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 237 Regions Financial shares in Q3 2024, an estimated $4.75K.
  • Triad Wealth Partners first reported a position in Regions Financial in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Regions Financial position peaked at $4.75K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.