RIA
CMRC

Regal Investment Advisors’s Commerce.com Inc Series 1 CMRC Stock Holding History

Regal Investment Advisors’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-31,511
Closed -$1.11M – 532
2021
Q4 		$1.11M Sell
31,511
-6,859
-18% -$323K 0.1% 223
2021
Q3 		$1.94M Buy
38,370
+1,314
+4% +$80.1K 0.19% 131
2021
Q2 		$2.41M Buy
+37,056
New +$2.1M 0.24% 101
2021
Q1 		– Sell
-15,858
Closed -$1.02M – 60
2020
Q4 		$1.02M Buy
+15,858
New +$1.27M 0.12% 173

Other funds holding CMRC

DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Regal Investment Advisors's CMRC Position: Q1 2022 in Review

Regal Investment Advisors sold out of Commerce.com Inc Series 1 (CMRC) in Q1 2022, closing a stake of 31,511 shares — an estimated $1.11M sold.

Regal Investment Advisors first reported a position in CMRC in Q4 2020 and held it in 4 quarters. The position peaked at $2.41M in Q2 2021. 188 funds tracked by Wall St. Rank hold CMRC as of Q1 2022.

  • Regal Investment Advisors reported no remaining Commerce.com Inc Series 1 position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 31,511 Commerce.com Inc Series 1 shares in Q1 2022, an estimated $1.11M.
  • Regal Investment Advisors first reported a position in Commerce.com Inc Series 1 in Q4 2020 and held it in 4 quarters.
  • Regal Investment Advisors's Commerce.com Inc Series 1 position peaked at $2.41M in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.