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TCI Wealth Advisors’s Regional Management Corp RM Stock Holding History

TCI Wealth Advisors’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
-82
Closed -$3K – 2530
2022
Q2 		$3K Buy
+82
New +$3.63K ﹤0.01% 1879
2022
Q1 		– Sell
-73
Closed -$4K – 2417
2021
Q4 		$4K Buy
+73
New +$4.17K ﹤0.01% 1883

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

TCI Wealth Advisors's RM Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Regional Management Corp (RM) in Q3 2022, closing a stake of 82 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in RM in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 79 funds tracked by Wall St. Rank hold RM as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Regional Management Corp position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 82 Regional Management Corp shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Regional Management Corp in Q4 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Regional Management Corp position peaked at $4K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.