WealthShield Partners’s Regions Financial RF Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-756	Closed	-$15K	–	616
2021 Q2	$15K	Hold	756	–	–	﹤0.01%	695
2021 Q1	$16K	Buy	+756	New	+$14.8K	﹤0.01%	710

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's RF Position: Q3 2021 in Review

WealthShield Partners sold out of Regions Financial (RF) in Q3 2021, closing a stake of 756 shares — an estimated $15K sold.

WealthShield Partners first reported a position in RF in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 759 funds tracked by Wall St. Rank hold RF as of Q3 2021.

WealthShield Partners reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 756 Regions Financial shares in Q3 2021, an estimated $15K.
WealthShield Partners first reported a position in Regions Financial in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Regions Financial position peaked at $16K in Q1 2021.
759 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.