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Wealthspire Advisors (Maryland)’s Regions Financial RF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$138K Buy
+11,980
New +$134K ﹤0.01% 460
2020
Q2 		– Sell
-15,247
Closed -$137K – 468
2020
Q1 		$137K Buy
15,247
+206
+1% +$2.89K 0.01% 407
2019
Q4 		$258K Buy
15,041
+288
+2% +$4.74K 0.02% 414
2019
Q3 		$233K Sell
14,753
-2,885
-16% -$43.6K 0.02% 403
2019
Q2 		$264K Sell
17,638
-2,530
-13% -$37.4K 0.02% 381
2019
Q1 		$285K Sell
20,168
-1,125
-5% -$17.2K 0.02% 372
2018
Q4 		$285K Buy
21,293
+1,400
+7% +$22.5K 0.03% 334
2018
Q3 		$365K Buy
19,893
+585
+3% +$11K 0.03% 312
2018
Q2 		$343K Buy
19,308
+3,099
+19% +$58K 0.03% 322
2018
Q1 		$301K Sell
16,209
-763
-4% -$14.5K 0.03% 361
2017
Q4 		$293K Buy
16,972
+9,759
+135% +$156K 0.03% 377
2017
Q3 		$110K Buy
7,213
+38
+0.5% +$546 0.01% 668
2017
Q2 		$105K Sell
7,175
-9
-0.1% -$127 0.01% 680
2017
Q1 		$104K Buy
7,184
+666
+10% +$9.83K 0.01% 588
2016
Q4 		$94K Sell
6,518
-317
-5% -$3.92K 0.01% 594
2016
Q3 		$67K Buy
6,835
+69
+1% +$646 0.01% 700
2016
Q2 		$58K Buy
6,766
+253
+4% +$2.29K 0.01% 700
2016
Q1 		$51K Buy
6,513
+160
+3% +$1.29K 0.01% 698
2015
Q4 		$61K Buy
+6,353
New +$61K 0.01% 664

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wealthspire Advisors (Maryland)'s RF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Regions Financial (RF) in Q3 2020: 11,980 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in RF as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in RF in Q4 2015 and has held it in 19 quarters since. The position peaked at $365K in Q3 2018. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 11,980 shares of Regions Financial worth $138K as of Q3 2020.
  • Regions Financial was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Regions Financial made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #460 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Regions Financial in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s Regions Financial position peaked at $365K in Q3 2018.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.