MBM Wealth Consultants’s Regional Management Corp RM Stock Holding History

MBM Wealth Consultants’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 Q4	–	Sell	-1,195	Closed	-$34K	–	359
2022 Q3	$34K	Sell	1,195 -595	-33%	-$21.6K	0.02%	168
2022 Q2	$67K	Sell	1,790 -153	-8%	-$6.77K	0.03%	142
2022 Q1	$94K	Sell	1,943 -4,631	-70%	-$234K	0.04%	131
2021 Q4	$378K	Buy	6,574 +641	+11%	+$36.6K	0.16%	72
2021 Q3	$345K	Sell	5,933 -42	-0.7%	-$2.31K	0.16%	77
2021 Q2	$278K	Sell	5,975 -992	-14%	-$43K	0.13%	85
2021 Q1	$241K	Buy	6,967 +553	+9%	+$18K	0.12%	82
2020 Q4	$192K	Sell	6,414 -1,776	-22%	-$44K	0.1%	86
2020 Q3	$136K	Buy	+8,190	New	+$141K	0.09%	87

Other funds holding RM

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

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBM Wealth Consultants's RM Position: Q4 2022 in Review

MBM Wealth Consultants sold out of Regional Management Corp (RM) in Q4 2022, closing a stake of 1,195 shares — an estimated $34K sold.

MBM Wealth Consultants first reported a position in RM in Q3 2020 and held it in 9 quarters. The position peaked at $378K in Q4 2021. 75 funds tracked by Wall St. Rank hold RM as of Q4 2022.

MBM Wealth Consultants reported no remaining Regional Management Corp position as of Q4 2022 after selling out during the quarter.
MBM Wealth Consultants sold 1,195 Regional Management Corp shares in Q4 2022, an estimated $34K.
MBM Wealth Consultants first reported a position in Regional Management Corp in Q3 2020 and held it in 9 quarters.
MBM Wealth Consultants's Regional Management Corp position peaked at $378K in Q4 2021.
75 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.