CWC
RMT

Carolinas Wealth Consulting’s Royce Micro-Cap Trust RMT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-9,342
Closed -$78.8K – 743
2025
Q1 		$78.8K Hold
9,342
– – 0.02% 284
2024
Q4 		$91.1K Hold
9,342
– – 0.02% 265
2024
Q3 		$89.8K Hold
9,342
– – 0.02% 282
2024
Q2 		$85.9K Hold
9,342
– – 0.02% 280
2024
Q1 		$88.3K Hold
9,342
– – 0.02% 284
2023
Q4 		$86.3K Hold
9,342
– – 0.02% 257
2023
Q3 		$73K Hold
9,342
– – 0.02% 261
2023
Q2 		$81.7K Hold
9,342
– – 0.02% 288
2023
Q1 		$81.9K Hold
9,342
– – 0.02% 291
2022
Q4 		$81.1K Hold
9,342
– – 0.02% 293
2022
Q3 		$74K Hold
9,342
– – 0.02% 277
2022
Q2 		$78K Hold
9,342
– – 0.02% 278
2022
Q1 		$98K Buy
9,342
+2,607
+39% +$27.3K 0.02% 256
2021
Q4 		$78K Buy
+6,735
New +$78.5K 0.02% 297

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's RMT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Royce Micro-Cap Trust (RMT) in Q2 2025, closing a stake of 9,342 shares — an estimated $78.8K sold.

Carolinas Wealth Consulting first reported a position in RMT in Q4 2021 and held it in 14 quarters. The position peaked at $98K in Q1 2022. 98 funds tracked by Wall St. Rank hold RMT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Royce Micro-Cap Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,342 Royce Micro-Cap Trust shares in Q2 2025, an estimated $78.8K.
  • Carolinas Wealth Consulting first reported a position in Royce Micro-Cap Trust in Q4 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Royce Micro-Cap Trust position peaked at $98K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.