BWA
RVT icon

BDO Wealth Advisors’s Royce Value Trust RVT Stock Holding History

BDO Wealth Advisors’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
2022
Q1 		– Sell
-3,680
Closed -$72K – 1126
2021
Q4 		$72K Buy
+3,680
New +$69.6K 0.01% 393

Other funds holding RVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's RVT Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Royce Value Trust (RVT) in Q1 2022, closing a stake of 3,680 shares — an estimated $72K sold.

BDO Wealth Advisors first reported a position in RVT in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 152 funds tracked by Wall St. Rank hold RVT as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Royce Value Trust position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,680 Royce Value Trust shares in Q1 2022, an estimated $72K.
  • BDO Wealth Advisors first reported a position in Royce Value Trust in Q4 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's Royce Value Trust position peaked at $72K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Royce Value Trust as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.