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Western Pacific Wealth Management’s Regions Financial RF Stock Holding History

Western Pacific Wealth 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
2023
Q1 		– Sell
-2,146
Closed -$46.3K – 309
2022
Q4 		$46.3K Buy
2,146
+1,009
+89% +$21.9K 0.04% 140
2022
Q3 		$22K Buy
+1,137
New +$24K 0.02% 162

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Western Pacific Wealth Management's RF Position: Q1 2023 in Review

Western Pacific Wealth Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 2,146 shares — an estimated $46.3K sold.

Western Pacific Wealth Management first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $46.3K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Western Pacific Wealth Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 2,146 Regions Financial shares in Q1 2023, an estimated $46.3K.
  • Western Pacific Wealth Management first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • Western Pacific Wealth Management's Regions Financial position peaked at $46.3K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Western Pacific Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.