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

Clearview 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
2021 Q4	–	Sell	-183	Closed	-$3K	–	730
2021 Q3	$3K	Hold	183	–	–	﹤0.01%	557
2021 Q2	$3K	Hold	183	–	–	﹤0.01%	552
2021 Q1	$3K	Hold	183	–	–	﹤0.01%	530
2020 Q4	$3K	Buy	+183	New	+$2.68K	﹤0.01%	490

Other funds holding RVT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Royce Value Trust (RVT) in Q4 2021, closing a stake of 183 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in RVT in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 167 funds tracked by Wall St. Rank hold RVT as of Q4 2021.

Clearview Wealth Advisors reported no remaining Royce Value Trust position as of Q4 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 183 Royce Value Trust shares in Q4 2021, an estimated $3K.
Clearview Wealth Advisors first reported a position in Royce Value Trust in Q4 2020 and held it in 4 quarters.
Clearview Wealth Advisors's Royce Value Trust position peaked at $3K in Q3 2021.
167 funds tracked by Wall St. Rank held Royce Value Trust as of Q4 2021.

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