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State of Wyoming’s Regional Management Corp RM Stock Holding History

State of Wyoming’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
2023
Q4 		– Sell
-805
Closed -$22.3K – 1781
2023
Q3 		$22.3K Buy
+805
New +$23.9K ﹤0.01% 1495
2022
Q3 		– Sell
-1,230
Closed -$46K – 1876
2022
Q2 		$46K Buy
1,230
+343
+39% +$15.2K 0.03% 988
2022
Q1 		$43K Buy
887
+51
+6% +$2.58K 0.02% 1142
2021
Q4 		$48K Buy
+836
New +$47.8K 0.02% 1132

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Wyoming's RM Position: Q4 2023 in Review

State of Wyoming sold out of Regional Management Corp (RM) in Q4 2023, closing a stake of 805 shares — an estimated $22.3K sold.

State of Wyoming first reported a position in RM in Q4 2021 and held it in 4 quarters. The position peaked at $48K in Q4 2021. 82 funds tracked by Wall St. Rank hold RM as of Q4 2023.

  • State of Wyoming reported no remaining Regional Management Corp position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 805 Regional Management Corp shares in Q4 2023, an estimated $22.3K.
  • State of Wyoming first reported a position in Regional Management Corp in Q4 2021 and held it in 4 quarters.
  • State of Wyoming's Regional Management Corp position peaked at $48K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.