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UBP Investment Advisors’s Regions Financial RF Stock Holding History

UBP Investment 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
2022
Q3 		– Sell
-17,294
Closed -$320K – 102
2022
Q2 		$320K Buy
17,294
+14,894
+621% +$307K 0.13% 85
2022
Q1 		$370K Sell
2,400
-60,552
-96% -$1.42M 0.14% 87
2021
Q4 		$1.37M Buy
62,952
+517
+0.8% +$11.8K 0.5% 36
2021
Q3 		$1.33M Sell
62,435
-16,292
-21% -$324K 0.52% 34
2021
Q2 		$1.59M Buy
+78,727
New +$1.7M 0.59% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBP Investment Advisors's RF Position: Q3 2022 in Review

UBP Investment Advisors sold out of Regions Financial (RF) in Q3 2022, closing a stake of 17,294 shares — an estimated $320K sold.

UBP Investment Advisors first reported a position in RF in Q2 2021 and held it in 5 quarters. The position peaked at $1.59M in Q2 2021. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

  • UBP Investment Advisors reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 17,294 Regions Financial shares in Q3 2022, an estimated $320K.
  • UBP Investment Advisors first reported a position in Regions Financial in Q2 2021 and held it in 5 quarters.
  • UBP Investment Advisors's Regions Financial position peaked at $1.59M in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.