EI
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Ellevest Inc’s Regional Management Corp RM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-80
Closed -$2.09K – 1349
2023
Q1 		$2.09K Buy
80
+6
+8% +$186 ﹤0.01% 1434
2022
Q4 		$2.08K Hold
74
– – ﹤0.01% 1381
2022
Q3 		$2K Hold
74
– – ﹤0.01% 1372
2022
Q2 		$3K Hold
74
– – ﹤0.01% 1110
2022
Q1 		$4K Hold
74
– – ﹤0.01% 1096
2021
Q4 		$4K Sell
74
-8
-10% -$457 ﹤0.01% 1064
2021
Q3 		$5K Buy
82
+8
+11% +$441 ﹤0.01% 976
2021
Q2 		$3K Hold
74
– – ﹤0.01% 983
2021
Q1 		$3K Hold
74
– – ﹤0.01% 1009
2020
Q4 		$2K Buy
74
+17
+30% +$421 ﹤0.01% 994
2020
Q3 		$1K Buy
57
+10
+21% +$172 ﹤0.01% 1056
2020
Q2 		$1K Hold
47
– – ﹤0.01% 1048
2020
Q1 		$1K Buy
+47
New +$1.16K ﹤0.01% 959

Other funds holding RM

FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's RM Position: Q2 2023 in Review

Ellevest Inc sold out of Regional Management Corp (RM) in Q2 2023, closing a stake of 80 shares — an estimated $2.09K sold.

Ellevest Inc first reported a position in RM in Q1 2020 and held it in 13 quarters. The position peaked at $5K in Q3 2021. 80 funds tracked by Wall St. Rank hold RM as of Q2 2023.

  • Ellevest Inc reported no remaining Regional Management Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 80 Regional Management Corp shares in Q2 2023, an estimated $2.09K.
  • Ellevest Inc first reported a position in Regional Management Corp in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's Regional Management Corp position peaked at $5K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.