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

Capital Performance Advisors’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
Q4 		– Sell
-42
Closed -$1.37K – 2136
2024
Q3 		$1.37K Buy
+42
New +$1.3K ﹤0.01% 1753

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Performance Advisors's RM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Regional Management Corp (RM) in Q4 2024, closing a stake of 42 shares — an estimated $1.37K sold.

Capital Performance Advisors first reported a position in RM in Q3 2024 and held it in 1 quarter. The position peaked at $1.37K in Q3 2024. 95 funds tracked by Wall St. Rank hold RM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Regional Management Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 42 Regional Management Corp shares in Q4 2024, an estimated $1.37K.
  • Capital Performance Advisors first reported a position in Regional Management Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Regional Management Corp position peaked at $1.37K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.