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Woodley Farra Manion Portfolio Management’s Regions Financial RF Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-1,919
Closed -$21K – 327
2020
Q2 		$21K Hold
1,919
– – ﹤0.01% 228
2020
Q1 		$17K Hold
1,919
– – ﹤0.01% 245
2019
Q4 		$33K Buy
+1,919
New +$31.6K ﹤0.01% 211

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's RF Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Regions Financial (RF) in Q3 2020, closing a stake of 1,919 shares — an estimated $21K sold.

Woodley Farra Manion Portfolio Management first reported a position in RF in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 649 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Regions Financial position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,919 Regions Financial shares in Q3 2020, an estimated $21K.
  • Woodley Farra Manion Portfolio Management first reported a position in Regions Financial in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Regions Financial position peaked at $33K in Q4 2019.
  • 649 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.