CIBC Private Wealth Group
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CIBC Private Wealth Group’s Royce Global Value Trust RGT Stock Holding History

CIBC Private Wealth Group’s Portfolio RGT Stock Details RGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,811
Closed -$149K – 3147
2024
Q3 		$149K Hold
12,811
– – ﹤0.01% 1327
2024
Q2 		$148K Buy
+12,811
New +$139K ﹤0.01% 1232

Other funds holding RGT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
1776 Wealth
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

CIBC Private Wealth Group's RGT Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Royce Global Value Trust (RGT) in Q4 2024, closing a stake of 12,811 shares — an estimated $149K sold.

CIBC Private Wealth Group first reported a position in RGT in Q2 2024 and held it in 2 quarters. The position peaked at $149K in Q3 2024. 32 funds tracked by Wall St. Rank hold RGT as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Royce Global Value Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,811 Royce Global Value Trust shares in Q4 2024, an estimated $149K.
  • CIBC Private Wealth Group first reported a position in Royce Global Value Trust in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Royce Global Value Trust position peaked at $149K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.