Emergent Wealth Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Emergent Wealth Advisors’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
2024 Q1	–	Sell	-22,133	Closed	-$205K	–	133
2023 Q4	$205K	Buy	+22,133	New	+$185K	0.19%	102

Other funds holding RMT

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Emergent Wealth Advisors's RMT Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Royce Micro-Cap Trust (RMT) in Q1 2024, closing a stake of 22,133 shares — an estimated $205K sold.

Emergent Wealth Advisors first reported a position in RMT in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 90 funds tracked by Wall St. Rank hold RMT as of Q1 2024.

Emergent Wealth Advisors reported no remaining Royce Micro-Cap Trust position as of Q1 2024 after selling out during the quarter.
Emergent Wealth Advisors sold 22,133 Royce Micro-Cap Trust shares in Q1 2024, an estimated $205K.
Emergent Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q4 2023 and held it in 1 quarter.
Emergent Wealth Advisors's Royce Micro-Cap Trust position peaked at $205K in Q4 2023.
90 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.