Mount Yale Investment Advisors’s Regional Management Corp RM Stock Holding History

Mount Yale Investment Advisors’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 Q4	–	Sell	-4,342	Closed	-$253K	–	489
2021 Q3	$253K	Sell	4,342 -45	-1%	-$2.48K	0.03%	394
2021 Q2	$204K	Buy	+4,387	New	+$190K	0.02%	412
2018 Q4	–	Sell	-2,783	Closed	-$82K	–	676
2018 Q3	$82K	Buy	2,783 +199	+8%	+$6.62K	0.01%	505
2018 Q2	$90K	Sell	2,584 -54	-2%	-$1.89K	0.02%	496
2018 Q1	$84K	Buy	+2,638	New	+$78K	0.02%	505

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mount Yale Investment Advisors's RM Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of Regional Management Corp (RM) in Q4 2021, closing a stake of 4,342 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in RM in Q1 2018 and held it in 5 quarters. The position peaked at $253K in Q3 2021. 112 funds tracked by Wall St. Rank hold RM as of Q4 2021.

Mount Yale Investment Advisors reported no remaining Regional Management Corp position as of Q4 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,342 Regional Management Corp shares in Q4 2021, an estimated $253K.
Mount Yale Investment Advisors first reported a position in Regional Management Corp in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Regional Management Corp position peaked at $253K in Q3 2021.
112 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.