AFP
RMT

Alpha Financial Partners’s Royce Micro-Cap Trust RMT Stock Holding History

Alpha Financial Partners’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,476
Closed -$101K – 139
2024
Q3 		$101K Buy
+10,476
New +$99.7K 0.07% 108

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Alpha Financial Partners's RMT Position: Q4 2024 in Review

Alpha Financial Partners sold out of Royce Micro-Cap Trust (RMT) in Q4 2024, closing a stake of 10,476 shares — an estimated $101K sold.

Alpha Financial Partners first reported a position in RMT in Q3 2024 and held it in 1 quarter. The position peaked at $101K in Q3 2024. 96 funds tracked by Wall St. Rank hold RMT as of Q4 2024.

  • Alpha Financial Partners reported no remaining Royce Micro-Cap Trust position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 10,476 Royce Micro-Cap Trust shares in Q4 2024, an estimated $101K.
  • Alpha Financial Partners first reported a position in Royce Micro-Cap Trust in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Royce Micro-Cap Trust position peaked at $101K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.