CAPTRUST Financial Advisors
RM icon

CAPTRUST Financial Advisors’s Regional Management Corp RM Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-5
Closed – – 5100
2022
Q1 		$0 Sell
5
-60
-92% -$3.04K ﹤0.01% 5100
2021
Q4 		$4K Hold
65
– – ﹤0.01% 4188
2021
Q3 		$4K Hold
65
– – ﹤0.01% 4050
2021
Q2 		$3K Hold
65
– – ﹤0.01% 4053
2021
Q1 		$2K Buy
+65
New +$2.12K ﹤0.01% 4071

Other funds holding RM

BCM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CAPTRUST Financial Advisors's RM Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Regional Management Corp (RM) in Q2 2022, closing a stake of 5 shares.

CAPTRUST Financial Advisors first reported a position in RM in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 93 funds tracked by Wall St. Rank hold RM as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Regional Management Corp position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5 Regional Management Corp shares in Q2 2022.
  • CAPTRUST Financial Advisors first reported a position in Regional Management Corp in Q1 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Regional Management Corp position peaked at $4K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.