Wagner Wealth Management (South Carolina)’s Regions Financial RF Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-200	Closed	-$4K	–	610
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	553
2022 Q2	$4K	Buy	+200	New	+$4.13K	﹤0.01%	562
2022 Q1	–	Sell	-200	Closed	-$4K	–	568
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	594
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	545
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	599
2021 Q1	$4K	Buy	+200	New	+$3.91K	﹤0.01%	573
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	507
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	480
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	446
2017 Q4	$4K	Buy	+200	New	+$3.2K	﹤0.01%	564

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Regions Financial (RF) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in RF in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q3 2021. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 200 Regions Financial shares in Q4 2022, an estimated $4K.
Wagner Wealth Management (South Carolina) first reported a position in Regions Financial in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Regions Financial position peaked at $5K in Q3 2021.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.