TIAM2
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Tru Independence Asset Management 2’s Regions Financial RF Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-300
Closed -$5K – 344
2020
Q4 		$5K Buy
+300
New +$4.34K ﹤0.01% 372

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tru Independence Asset Management 2's RF Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Regions Financial (RF) in Q1 2021, closing a stake of 300 shares — an estimated $5K sold.

Tru Independence Asset Management 2 first reported a position in RF in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 757 funds tracked by Wall St. Rank hold RF as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Regions Financial position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 300 Regions Financial shares in Q1 2021, an estimated $5K.
  • Tru Independence Asset Management 2 first reported a position in Regions Financial in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Regions Financial position peaked at $5K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Regions Financial as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.