Waldron Private Wealth’s Regions Financial RF Stock Holding History

Waldron Private Wealth’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
2023 Q2	–	Sell	-22,667	Closed	-$425K	–	416
2023 Q1	$425K	Buy	+22,667	New	+$494K	0.02%	276

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waldron Private Wealth's RF Position: Q2 2023 in Review

Waldron Private Wealth sold out of Regions Financial (RF) in Q2 2023, closing a stake of 22,667 shares — an estimated $425K sold.

Waldron Private Wealth first reported a position in RF in Q1 2023 and held it in 1 quarter. The position peaked at $425K in Q1 2023. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Waldron Private Wealth reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 22,667 Regions Financial shares in Q2 2023, an estimated $425K.
Waldron Private Wealth first reported a position in Regions Financial in Q1 2023 and held it in 1 quarter.
Waldron Private Wealth's Regions Financial position peaked at $425K in Q1 2023.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.