CIBC Private Wealth Group
RGT

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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 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.