VWA
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Visionary Wealth Advisors’s Regency Centers REG Stock Holding History

Visionary Wealth Advisors’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,780
Closed -$334K – 300
2020
Q3 		$334K Buy
8,780
+3,455
+65% +$142K 0.05% 183
2020
Q2 		$244K Buy
+5,325
New +$225K 0.04% 198

Other funds holding REG

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Visionary Wealth Advisors's REG Position: Q4 2020 in Review

Visionary Wealth Advisors sold out of Regency Centers (REG) in Q4 2020, closing a stake of 8,780 shares — an estimated $334K sold.

Visionary Wealth Advisors first reported a position in REG in Q2 2020 and held it in 2 quarters. The position peaked at $334K in Q3 2020. 373 funds tracked by Wall St. Rank hold REG as of Q4 2020.

  • Visionary Wealth Advisors reported no remaining Regency Centers position as of Q4 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,780 Regency Centers shares in Q4 2020, an estimated $334K.
  • Visionary Wealth Advisors first reported a position in Regency Centers in Q2 2020 and held it in 2 quarters.
  • Visionary Wealth Advisors's Regency Centers position peaked at $334K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held Regency Centers as of Q4 2020.

Based on Visionary Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.