CWA
RGT

Clearview Wealth Advisors’s Royce Global Value Trust RGT Stock Holding History

Clearview Wealth Advisors’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
2021
Q4 		– Sell
-24
Closed – – 728
2021
Q3 		$0 Hold
24
– – ﹤0.01% 691
2021
Q2 		$0 Hold
24
– – ﹤0.01% 676
2021
Q1 		$0 Hold
24
– – ﹤0.01% 642
2020
Q4 		$0 Buy
+24
New +$330 ﹤0.01% 583

Other funds holding RGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Clearview Wealth Advisors's RGT Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Royce Global Value Trust (RGT) in Q4 2021, closing a stake of 24 shares.

Clearview Wealth Advisors first reported a position in RGT in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 39 funds tracked by Wall St. Rank hold RGT as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Royce Global Value Trust position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 24 Royce Global Value Trust shares in Q4 2021.
  • Clearview Wealth Advisors first reported a position in Royce Global Value Trust in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Royce Global Value Trust position peaked at $0 in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.