Westside Investment Management’s Regions Financial RF Stock Holding History

Westside Investment 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 Q4	–	Sell	-1,000	Closed	-$17.2K	–	882
2023 Q3	$17.2K	Hold	1,000	–	–	0.01%	504
2023 Q2	$17.8K	Hold	1,000	–	–	0.01%	502
2023 Q1	$18.6K	Hold	1,000	–	–	0.01%	499
2022 Q4	$21	Hold	1,000	–	–	﹤0.01%	525
2022 Q3	$20	Hold	1,000	–	–	﹤0.01%	512
2022 Q2	$18	Hold	1,000	–	–	﹤0.01%	525
2022 Q1	$22	Buy	+1,000	New	+$23.5K	﹤0.01%	508
2021 Q2	–	Sell	-182	Closed	-$3	–	756
2021 Q1	$3	Hold	182	–	–	﹤0.01%	677
2020 Q4	$2	Hold	182	–	–	﹤0.01%	613
2020 Q3	$2	Hold	182	–	–	﹤0.01%	615
2020 Q2	$2	Hold	182	–	–	﹤0.01%	601
2020 Q1	$1	Buy	+182	New	+$2.55K	﹤0.01%	652
2019 Q2	$2	Buy	+182	New	+$2.69K	﹤0.01%	615
2018 Q4	$2.44K	Hold	182	–	–	﹤0.01%	618
2018 Q3	$3.3K	Hold	182	–	–	﹤0.01%	639
2018 Q2	$3.26K	Hold	182	–	–	﹤0.01%	728
2018 Q1	$3.31K	Hold	182	–	–	﹤0.01%	720
2017 Q4	$3.18K	Buy	+182	New	+$2.91K	﹤0.01%	738

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Westside Investment Management's RF Position: Q4 2023 in Review

Westside Investment Management sold out of Regions Financial (RF) in Q4 2023, closing a stake of 1,000 shares — an estimated $17.2K sold.

Westside Investment Management first reported a position in RF in Q4 2017 and held it in 18 quarters. The position peaked at $18.6K in Q1 2023. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

Westside Investment Management reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
Westside Investment Management sold 1,000 Regions Financial shares in Q4 2023, an estimated $17.2K.
Westside Investment Management first reported a position in Regions Financial in Q4 2017 and held it in 18 quarters.
Westside Investment Management's Regions Financial position peaked at $18.6K in Q1 2023.
812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Westside Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.