Weld Capital Management’s Regions Financial RF Stock Holding History

Weld Capital Management’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 Q2	–	Sell	-14,701	Closed	-$304K	–	360
2021 Q1	$304K	Buy	+14,701	New	+$287K	0.13%	253
2019 Q4	–	Sell	-105,580	Closed	-$1.67M	–	877
2019 Q3	$1.67M	Buy	105,580 +80,673	+324%	+$1.22M	0.31%	68
2019 Q2	$372K	Sell	24,907 -9,020	-27%	-$133K	0.07%	475
2019 Q1	$480K	Buy	+33,927	New	+$520K	0.09%	401

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Weld Capital Management's RF Position: Q2 2021 in Review

Weld Capital Management sold out of Regions Financial (RF) in Q2 2021, closing a stake of 14,701 shares — an estimated $304K sold.

Weld Capital Management first reported a position in RF in Q1 2019 and held it in 4 quarters. The position peaked at $1.67M in Q3 2019. 773 funds tracked by Wall St. Rank hold RF as of Q2 2021.

Weld Capital Management reported no remaining Regions Financial position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 14,701 Regions Financial shares in Q2 2021, an estimated $304K.
Weld Capital Management first reported a position in Regions Financial in Q1 2019 and held it in 4 quarters.
Weld Capital Management's Regions Financial position peaked at $1.67M in Q3 2019.
773 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.