Wealth Effects’s Regions Financial RF Stock Holding History

Wealth Effects’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	-18,438	Closed	-$342K	–	210
2023 Q1	$342K	Sell	18,438 -2,741	-13%	-$59.7K	0.18%	128
2022 Q4	$457K	Sell	21,179 -5,712	-21%	-$124K	0.26%	90
2022 Q3	$540K	Buy	26,891 +732	+3%	+$15.5K	0.33%	72
2022 Q2	$490K	Sell	26,159 -641	-2%	-$13.2K	0.29%	80
2022 Q1	$597K	Sell	26,800 -500	-2%	-$11.8K	0.28%	73
2021 Q4	$595K	Buy	+27,300	New	+$624K	0.25%	84

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

Wealth Effects's RF Position: Q2 2023 in Review

Wealth Effects sold out of Regions Financial (RF) in Q2 2023, closing a stake of 18,438 shares — an estimated $342K sold.

Wealth Effects first reported a position in RF in Q4 2021 and held it in 6 quarters. The position peaked at $597K in Q1 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Wealth Effects reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 18,438 Regions Financial shares in Q2 2023, an estimated $342K.
Wealth Effects first reported a position in Regions Financial in Q4 2021 and held it in 6 quarters.
Wealth Effects's Regions Financial position peaked at $597K in Q1 2022.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.