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World Equity Group’s Regions Financial RF Stock Holding History

World Equity Group’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
-13,792
Closed -$297K – 571
2022
Q4 		$297K Sell
13,792
-737
-5% -$16K 0.07% 250
2022
Q3 		$292K Buy
14,529
+2,399
+20% +$50.6K 0.07% 248
2022
Q2 		$227K Buy
+12,130
New +$250K 0.06% 302

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

World Equity Group's RF Position: Q1 2023 in Review

World Equity Group sold out of Regions Financial (RF) in Q1 2023, closing a stake of 13,792 shares — an estimated $297K sold.

World Equity Group first reported a position in RF in Q2 2022 and held it in 3 quarters. The position peaked at $297K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • World Equity Group reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • World Equity Group sold 13,792 Regions Financial shares in Q1 2023, an estimated $297K.
  • World Equity Group first reported a position in Regions Financial in Q2 2022 and held it in 3 quarters.
  • World Equity Group's Regions Financial position peaked at $297K in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on World Equity Group's 13F filing for Q1 2023, filed 26 Aug 2024.