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Atria Wealth Solutions’s Royce Value Trust RVT Stock Holding History

Atria Wealth Solutions’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,758
Closed -$167K – 1836
2025
Q1 		$167K Sell
11,758
-472
-4% -$7.32K ﹤0.01% 1749
2024
Q4 		$193K Buy
12,230
+1,903
+18% +$30.4K ﹤0.01% 1842
2024
Q3 		$162K Sell
10,327
-3,412
-25% -$51.7K ﹤0.01% 1821
2024
Q2 		$199K Sell
13,739
-15,318
-53% -$223K ﹤0.01% 1788
2024
Q1 		$441K Buy
29,057
+1,001
+4% +$14.4K 0.01% 1323
2023
Q4 		$409K Sell
28,056
-3,456
-11% -$45.1K 0.01% 1319
2023
Q3 		$406K Buy
31,512
+294
+0.9% +$4.02K 0.01% 1237
2023
Q2 		$431K Buy
31,218
+134
+0.4% +$1.76K 0.01% 1232
2023
Q1 		$422K Sell
31,084
-2,018
-6% -$28.3K 0.01% 1229
2022
Q4 		$439K Sell
33,102
-1,745
-5% -$24.1K 0.01% 1151
2022
Q3 		$437K Buy
+34,847
New +$517K 0.01% 1096
2022
Q2 		– Sell
-32,193
Closed -$547K – 1858
2022
Q1 		$547K Buy
+32,193
New +$564K 0.01% 1019

Other funds holding RVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return