FinTrust Capital Advisors
RGT icon

FinTrust Capital Advisors’s Royce Global Value Trust RGT Stock Holding History

FinTrust Capital 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
2024
Q3 		$5.6K Hold
483
– – ﹤0.01% 1066
2024
Q2 		$5.37K Buy
+483
New +$5.23K ﹤0.01% 1030

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Integrated Wealth Concepts
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Shaker Financial Services
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Rothschild Investment LLC
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
1776 Wealth
1776 Wealth Atlanta, Georgia $306M AUM 20.72% 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

FinTrust Capital Advisors's RGT Position: Q3 2024 in Review

FinTrust Capital Advisors held its Royce Global Value Trust (RGT) position steady in Q3 2024 at 483 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

FinTrust Capital Advisors first reported a position in RGT in Q2 2024 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold RGT as of Q3 2024.

  • FinTrust Capital Advisors held 483 shares of Royce Global Value Trust worth $5.6K as of Q3 2024.
  • FinTrust Capital Advisors left its Royce Global Value Trust share count unchanged in Q3 2024.
  • Royce Global Value Trust made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1066 holding.
  • FinTrust Capital Advisors first reported a position in Royce Global Value Trust in Q2 2024 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.