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Lake Point Wealth Management’s Regional Management Corp RM Stock Holding History

Lake Point Wealth 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
Q2 		$1K Hold
35
– – ﹤0.01% 404
2022
Q1 		$2K Buy
+35
New +$1.77K ﹤0.01% 340

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
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

Lake Point Wealth Management's RM Position: Q2 2022 in Review

Lake Point Wealth Management held its Regional Management Corp (RM) position steady in Q2 2022 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Lake Point Wealth Management first reported a position in RM in Q1 2022 and has held it in 2 quarters since. The position peaked at $2K in Q1 2022. 93 funds tracked by Wall St. Rank hold RM as of Q2 2022.

  • Lake Point Wealth Management held 35 shares of Regional Management Corp worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Regional Management Corp share count unchanged in Q2 2022.
  • Regional Management Corp made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #404 holding.
  • Lake Point Wealth Management first reported a position in Regional Management Corp in Q1 2022 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Regional Management Corp position peaked at $2K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.