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WealthPLAN Partners’s Regions Financial RF Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-57
Closed -$1.02K – 959
2023
Q2 		$1.02K Sell
57
-104
-65% -$1.84K ﹤0.01% 1138
2023
Q1 		$2.99K Buy
+161
New +$3.51K ﹤0.01% 1076
2016
Q3 		$58.7K Sell
5,823
-5,823
-50% -$54.5K 0.02% 308
2016
Q2 		$49.6K Buy
+11,646
New +$105K 0.01% 938
2015
Q4 		$1.92K Buy
+200
New +$1.92K ﹤0.01% 1481

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WealthPLAN Partners's RF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Regions Financial (RF) in Q3 2023, closing a stake of 57 shares — an estimated $1.02K sold.

WealthPLAN Partners first reported a position in RF in Q4 2015 and held it in 5 quarters. The position peaked at $58.7K in Q3 2016. 793 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • WealthPLAN Partners reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 57 Regions Financial shares in Q3 2023, an estimated $1.02K.
  • WealthPLAN Partners first reported a position in Regions Financial in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Regions Financial position peaked at $58.7K in Q3 2016.
  • 793 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.