Atwood & Palmer’s Regional Management Corp RM Stock Holding History

Atwood & Palmer’s Portfolio RM Stock Details RM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$5.75K	–	485
2024 Q2	$5.75K	Hold	200	–	–	﹤0.01%	357
2024 Q1	$4.84K	Hold	200	–	–	﹤0.01%	337
2023 Q4	$5.02K	Hold	200	–	–	﹤0.01%	339
2023 Q3	$5.54K	Hold	200	–	–	﹤0.01%	334
2023 Q2	$6.1K	Hold	200	–	–	﹤0.01%	338
2023 Q1	$5.22K	Hold	200	–	–	﹤0.01%	327
2022 Q4	$5.62K	Hold	200	–	–	﹤0.01%	345
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	333
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	344
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	368
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	369
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	346
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	339
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	372
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	338
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	311
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	292
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	297
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	262
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	268
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	270
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	286
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	277
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	276
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	271
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	268
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	267
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	275
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	280
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	266
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	291
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	295
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	287
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	292
2015 Q4	$3K	Hold	200	–	–	﹤0.01%	374
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	402
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	344
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	309
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	354
2014 Q3	$4K	Hold	200	–	–	﹤0.01%	353
2014 Q2	$3K	Buy	+200	New	+$3.43K	﹤0.01%	310

Other funds holding RM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atwood & Palmer's RM Position: Q3 2024 in Review

Atwood & Palmer sold out of Regional Management Corp (RM) in Q3 2024, closing a stake of 200 shares — an estimated $5.75K sold.

Atwood & Palmer first reported a position in RM in Q2 2014 and held it in 41 quarters. The position peaked at $12K in Q3 2021. 91 funds tracked by Wall St. Rank hold RM as of Q3 2024.

Atwood & Palmer reported no remaining Regional Management Corp position as of Q3 2024 after selling out during the quarter.
Atwood & Palmer sold 200 Regional Management Corp shares in Q3 2024, an estimated $5.75K.
Atwood & Palmer first reported a position in Regional Management Corp in Q2 2014 and held it in 41 quarters.
Atwood & Palmer's Regional Management Corp position peaked at $12K in Q3 2021.
91 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.