Baystate Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Baystate Wealth Management’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
2023 Q4	$994	Buy	+107	New	+$894	﹤0.01%	1154

Other funds holding RMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Baystate Wealth Management's RMT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Royce Micro-Cap Trust (RMT) in Q4 2023: 107 shares worth $994. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

88 funds tracked by Wall St. Rank hold RMT as of Q4 2023.

Baystate Wealth Management held 107 shares of Royce Micro-Cap Trust worth $994 as of Q4 2023.
Royce Micro-Cap Trust was a new Baystate Wealth Management position in Q4 2023.
Royce Micro-Cap Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1154 holding.
88 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.