AWM
RM icon

Avior Wealth Management’s Regional Management Corp RM Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2
Closed -$48 – 3423
2024
Q1 		$48 Buy
+2
New +$48 ﹤0.01% 3480

Other funds holding RM

BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's RM Position: Q2 2024 in Review

Avior Wealth Management sold out of Regional Management Corp (RM) in Q2 2024, closing a stake of 2 shares — an estimated $48 sold.

Avior Wealth Management first reported a position in RM in Q1 2024 and held it in 1 quarter. The position peaked at $48 in Q1 2024. 79 funds tracked by Wall St. Rank hold RM as of Q2 2024.

  • Avior Wealth Management reported no remaining Regional Management Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Regional Management Corp shares in Q2 2024, an estimated $48.
  • Avior Wealth Management first reported a position in Regional Management Corp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Regional Management Corp position peaked at $48 in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.