West Oak Capital’s Regions Financial RF Stock Holding History

West Oak Capital’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	-500	Closed	-$10K	–	381
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	277
2021 Q1	$10K	Buy	+500	New	+$9.77K	﹤0.01%	271

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

West Oak Capital's RF Position: Q3 2021 in Review

West Oak Capital sold out of Regions Financial (RF) in Q3 2021, closing a stake of 500 shares — an estimated $10K sold.

West Oak Capital first reported a position in RF in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 759 funds tracked by Wall St. Rank hold RF as of Q3 2021.

West Oak Capital reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
West Oak Capital sold 500 Regions Financial shares in Q3 2021, an estimated $10K.
West Oak Capital first reported a position in Regions Financial in Q1 2021 and held it in 2 quarters.
West Oak Capital's Regions Financial position peaked at $10K in Q2 2021.
759 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on West Oak Capital's 13F filing for Q3 2021, filed 7 Oct 2021.