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Westshore Wealth’s Regions Financial RF Stock Holding History

Westshore Wealth’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
-11,100
Closed -$239K – 115
2022
Q4 		$239K Hold
11,100
– – 0.14% 87
2022
Q3 		$223K Sell
11,100
-1,200
-10% -$25.3K 0.15% 80
2022
Q2 		$231K Buy
+12,300
New +$254K 0.15% 80

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

Westshore Wealth's RF Position: Q1 2023 in Review

Westshore Wealth sold out of Regions Financial (RF) in Q1 2023, closing a stake of 11,100 shares — an estimated $239K sold.

Westshore Wealth first reported a position in RF in Q2 2022 and held it in 3 quarters. The position peaked at $239K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Westshore Wealth reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Westshore Wealth sold 11,100 Regions Financial shares in Q1 2023, an estimated $239K.
  • Westshore Wealth first reported a position in Regions Financial in Q2 2022 and held it in 3 quarters.
  • Westshore Wealth's Regions Financial position peaked at $239K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Westshore Wealth's 13F filing for Q1 2023, filed 12 May 2023.