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Innealta Capital’s Regional Management Corp RM Stock Holding History

Innealta Capital’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
Q3 		– Sell
-666
Closed -$19.1K – 1351
2024
Q2 		$19.1K Buy
+666
New +$18K 0.01% 671

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BCM
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Vanguard Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Innealta Capital's RM Position: Q3 2024 in Review

Innealta Capital sold out of Regional Management Corp (RM) in Q3 2024, closing a stake of 666 shares — an estimated $19.1K sold.

Innealta Capital first reported a position in RM in Q2 2024 and held it in 1 quarter. The position peaked at $19.1K in Q2 2024. 91 funds tracked by Wall St. Rank hold RM as of Q3 2024.

  • Innealta Capital reported no remaining Regional Management Corp position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 666 Regional Management Corp shares in Q3 2024, an estimated $19.1K.
  • Innealta Capital first reported a position in Regional Management Corp in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Regional Management Corp position peaked at $19.1K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.