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Valeo Financial Advisors’s Regional Management Corp RM Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-102
Closed -$4K – 1535
2021
Q1 		$4K Hold
102
– – ﹤0.01% 1639
2020
Q4 		$3K Hold
102
– – ﹤0.01% 1478
2020
Q3 		$2K Buy
+102
New +$1.75K ﹤0.01% 1427

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Valeo Financial Advisors's RM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Regional Management Corp (RM) in Q2 2021, closing a stake of 102 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in RM in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 90 funds tracked by Wall St. Rank hold RM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Regional Management Corp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 102 Regional Management Corp shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Regional Management Corp in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Regional Management Corp position peaked at $4K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.