FPWM
RGT

FSB Premier Wealth Management’s Royce Global Value Trust RGT Stock Holding History

FSB Premier Wealth Management’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
2022
Q1 		– Sell
-130
Closed -$1K – 429
2021
Q4 		$1K Buy
+130
New +$1.99K ﹤0.01% 515

Other funds holding RGT

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Stifel Financial
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

FSB Premier Wealth Management's RGT Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Royce Global Value Trust (RGT) in Q1 2022, closing a stake of 130 shares — an estimated $1K sold.

FSB Premier Wealth Management first reported a position in RGT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 36 funds tracked by Wall St. Rank hold RGT as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Royce Global Value Trust position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 130 Royce Global Value Trust shares in Q1 2022, an estimated $1K.
  • FSB Premier Wealth Management first reported a position in Royce Global Value Trust in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Royce Global Value Trust position peaked at $1K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.