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Wetzel Investment Advisors’s Regions Financial RF Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-768
Closed -$16.2K – 720
2024
Q2 		$16.2K Hold
768
– – 0.01% 379
2024
Q1 		$14.6K Hold
768
– – 0.01% 437
2023
Q4 		$15K Buy
+768
New +$12.7K 0.01% 433

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wetzel Investment Advisors's RF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Regions Financial (RF) in Q3 2024, closing a stake of 768 shares — an estimated $16.2K sold.

Wetzel Investment Advisors first reported a position in RF in Q4 2023 and held it in 3 quarters. The position peaked at $16.2K in Q2 2024. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 768 Regions Financial shares in Q3 2024, an estimated $16.2K.
  • Wetzel Investment Advisors first reported a position in Regions Financial in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Regions Financial position peaked at $16.2K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.