Financial Gravity Asset Management’s Regional Management Corp RM Stock Holding History

Financial Gravity Asset 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
2021 Q3	–	Hold	0	–	–	–	507
2021 Q2	–	Hold	0	–	–	–	590
2019 Q4	$30K	Hold	13	–	–	0.02%	864
2019 Q3	$0	Buy	13 +2	+18%	+$53	﹤0.01%	1490
2019 Q2	$0	Buy	11 +5	+83%	+$125	﹤0.01%	1589
2019 Q1	$0	Buy	+6	New	+$160	﹤0.01%	1509
2018 Q3	$2K	Buy	57 +19	+50%	+$632	﹤0.01%	994
2018 Q2	$1K	Buy	38 +6	+19%	+$210	﹤0.01%	1249
2018 Q1	$1K	Buy	+32	New	+$947	﹤0.01%	1232

Other funds holding RM

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Financial Gravity Asset Management's RM Position: Q3 2021 in Review

Financial Gravity Asset Management held its Regional Management Corp (RM) position steady in Q3 2021 at 0 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #507.

Financial Gravity Asset Management first reported a position in RM in Q1 2018 and has held it in 7 quarters since. The position peaked at $30K in Q4 2019. 102 funds tracked by Wall St. Rank hold RM as of Q3 2021.

Financial Gravity Asset Management held 0 shares of Regional Management Corp worth $58K as of Q3 2021.
Financial Gravity Asset Management left its Regional Management Corp share count unchanged in Q3 2021.
Regional Management Corp made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #507 holding.
Financial Gravity Asset Management first reported a position in Regional Management Corp in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Regional Management Corp position peaked at $30K in Q4 2019.
102 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.