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Wealth Alliance’s Regions Financial RF Stock Holding History

Wealth Alliance’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
Q1 		– Sell
-13,982
Closed -$305K – 478
2021
Q4 		$305K Sell
13,982
-4,848
-26% -$111K 0.06% 326
2021
Q3 		$401K Buy
18,830
+3,882
+26% +$77.2K 0.09% 259
2021
Q2 		$302K Sell
14,948
-1,507
-9% -$32.6K 0.07% 324
2021
Q1 		$340K Sell
16,455
-9,408
-36% -$184K 0.1% 260
2020
Q4 		$417K Buy
25,863
+3,437
+15% +$49.7K 0.12% 200
2020
Q3 		$259K Buy
22,426
+1,310
+6% +$14.6K 0.09% 265
2020
Q2 		$235K Buy
+21,116
New +$225K 0.09% 260
2020
Q1 		– Sell
-11,669
Closed -$200K – 243
2019
Q4 		$200K Buy
+11,669
New +$192K 0.14% 76

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wealth Alliance's RF Position: Q1 2022 in Review

Wealth Alliance sold out of Regions Financial (RF) in Q1 2022, closing a stake of 13,982 shares — an estimated $305K sold.

Wealth Alliance first reported a position in RF in Q4 2019 and held it in 8 quarters. The position peaked at $417K in Q4 2020. 811 funds tracked by Wall St. Rank hold RF as of Q1 2022.

  • Wealth Alliance reported no remaining Regions Financial position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance sold 13,982 Regions Financial shares in Q1 2022, an estimated $305K.
  • Wealth Alliance first reported a position in Regions Financial in Q4 2019 and held it in 8 quarters.
  • Wealth Alliance's Regions Financial position peaked at $417K in Q4 2020.
  • 811 funds tracked by Wall St. Rank held Regions Financial as of Q1 2022.

Based on Wealth Alliance's 13F filing for Q1 2022, filed 10 May 2022.