PFO
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Pathstone Family Office’s Regional Management Corp RM Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-6
Closed – – 1202
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1301
2020
Q3 		$0 Sell
6
-6
-50% -$103 ﹤0.01% 961
2020
Q2 		$0 Buy
+12
New +$187 ﹤0.01% 925

Other funds holding RM

BCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's RM Position: Q1 2021 in Review

Pathstone Family Office sold out of Regional Management Corp (RM) in Q1 2021, closing a stake of 6 shares.

Pathstone Family Office first reported a position in RM in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 79 funds tracked by Wall St. Rank hold RM as of Q1 2021.

  • Pathstone Family Office reported no remaining Regional Management Corp position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 6 Regional Management Corp shares in Q1 2021.
  • Pathstone Family Office first reported a position in Regional Management Corp in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Regional Management Corp position peaked at $0 in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.