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Navellier & Associates’s Regional Management Corp RM Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-9,210
Closed -$344K – 294
2022
Q2 		$344K Sell
9,210
-113
-1% -$5K 0.07% 215
2022
Q1 		$453K Buy
9,323
+165
+2% +$8.35K 0.08% 210
2021
Q4 		$526K Buy
+9,158
New +$523K 0.08% 199

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
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Navellier & Associates's RM Position: Q3 2022 in Review

Navellier & Associates sold out of Regional Management Corp (RM) in Q3 2022, closing a stake of 9,210 shares — an estimated $344K sold.

Navellier & Associates first reported a position in RM in Q4 2021 and held it in 3 quarters. The position peaked at $526K in Q4 2021. 79 funds tracked by Wall St. Rank hold RM as of Q3 2022.

  • Navellier & Associates reported no remaining Regional Management Corp position as of Q3 2022 after selling out during the quarter.
  • Navellier & Associates sold 9,210 Regional Management Corp shares in Q3 2022, an estimated $344K.
  • Navellier & Associates first reported a position in Regional Management Corp in Q4 2021 and held it in 3 quarters.
  • Navellier & Associates's Regional Management Corp position peaked at $526K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2022.

Based on Navellier & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.