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Capital Advisors Ltd’s Regional Management Corp RM Stock Holding History

Capital Advisors Ltd’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
2023
Q4 		– Sell
-19
Closed -$1K – 1458
2023
Q3 		$1K Sell
19
-12
-39% -$357 ﹤0.01% 1202
2023
Q2 		$1K Sell
31
-51
-62% -$1.4K ﹤0.01% 1208
2023
Q1 		$2K Buy
82
+46
+128% +$1.42K ﹤0.01% 929
2022
Q4 		$1K Buy
+36
New +$1.06K ﹤0.01% 1072

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's RM Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Regional Management Corp (RM) in Q4 2023, closing a stake of 19 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in RM in Q4 2022 and held it in 4 quarters. The position peaked at $2K in Q1 2023. 82 funds tracked by Wall St. Rank hold RM as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Regional Management Corp position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 19 Regional Management Corp shares in Q4 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Regional Management Corp in Q4 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's Regional Management Corp position peaked at $2K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.