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Regal Investment Advisors’s RBB Bancorp RBB Stock Holding History

Regal Investment Advisors’s Portfolio RBB Stock Details RBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,636
Closed -$252K – 566
2021
Q4 		$252K Hold
9,636
– – 0.02% 470
2021
Q3 		$243K Sell
9,636
-50
-0.5% -$1.23K 0.02% 468
2021
Q2 		$235K Buy
+9,686
New +$217K 0.02% 480

Other funds holding RBB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

Regal Investment Advisors sold out of RBB Bancorp (RBB) in Q1 2022, closing a stake of 9,636 shares — an estimated $252K sold.

Regal Investment Advisors first reported a position in RBB in Q2 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 77 funds tracked by Wall St. Rank hold RBB as of Q1 2022.

  • Regal Investment Advisors reported no remaining RBB Bancorp position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 9,636 RBB Bancorp shares in Q1 2022, an estimated $252K.
  • Regal Investment Advisors first reported a position in RBB Bancorp in Q2 2021 and held it in 3 quarters.
  • Regal Investment Advisors's RBB Bancorp position peaked at $252K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held RBB Bancorp as of Q1 2022.

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