WCM
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Westend Capital Management’s Regions Financial RF Stock Holding History

Westend 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
2024
Q2 		– Sell
-104
Closed -$2.02K – 306
2024
Q1 		$2.19K Buy
+104
New +$1.97K ﹤0.01% 225

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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westend Capital Management's RF Position: Q2 2024 in Review

Westend Capital Management sold out of Regions Financial (RF) in Q2 2024, closing a stake of 104 shares — an estimated $2.02K sold.

Westend Capital Management first reported a position in RF in Q1 2024 and held it in 1 quarter. The position peaked at $2.19K in Q1 2024. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Westend Capital Management reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 104 Regions Financial shares in Q2 2024, an estimated $2.02K.
  • Westend Capital Management first reported a position in Regions Financial in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's Regions Financial position peaked at $2.19K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.