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
2022 Q1	–	Sell	-57	Closed	-$2	–	994
2021 Q4	$2	Buy	+57	New	+$3.26K	﹤0.01%	940
2021 Q3	–	Hold	0	–	–	–	507
2021 Q2	–	Hold	0	–	–	–	590
2021 Q1	–	Hold	0	–	–	–	753
2020 Q2	–	Sell	-28	Closed	-$380	–	690
2020 Q1	$380	Buy	28 +15	+115%	+$369	﹤0.01%	600
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 $2.12B AUM 19.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Financial Gravity Asset Management's RM Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Regional Management Corp (RM) in Q1 2022, closing a stake of 57 shares — an estimated $2 sold.

Financial Gravity Asset Management first reported a position in RM in Q1 2018 and held it in 9 quarters. The position peaked at $30K in Q4 2019. 94 funds tracked by Wall St. Rank hold RM as of Q1 2022.

Financial Gravity Asset Management reported no remaining Regional Management Corp position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 57 Regional Management Corp shares in Q1 2022, an estimated $2.
Financial Gravity Asset Management first reported a position in Regional Management Corp in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Regional Management Corp position peaked at $30K in Q4 2019.
94 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.