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Investors Research Corp’s Royce Value Trust RVT Stock Holding History

Investors Research Corp’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
2024
Q4 		– Sell
-438
Closed -$6.88K – 983
2024
Q3 		$6.88K Buy
438
+8
+2% +$121 ﹤0.01% 727
2024
Q2 		$6.22K Buy
+430
New +$6.26K ﹤0.01% 786

Other funds holding RVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Investors Research Corp's RVT Position: Q4 2024 in Review

Investors Research Corp sold out of Royce Value Trust (RVT) in Q4 2024, closing a stake of 438 shares — an estimated $6.88K sold.

Investors Research Corp first reported a position in RVT in Q2 2024 and held it in 2 quarters. The position peaked at $6.88K in Q3 2024. 186 funds tracked by Wall St. Rank hold RVT as of Q4 2024.

  • Investors Research Corp reported no remaining Royce Value Trust position as of Q4 2024 after selling out during the quarter.
  • Investors Research Corp sold 438 Royce Value Trust shares in Q4 2024, an estimated $6.88K.
  • Investors Research Corp first reported a position in Royce Value Trust in Q2 2024 and held it in 2 quarters.
  • Investors Research Corp's Royce Value Trust position peaked at $6.88K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Royce Value Trust as of Q4 2024.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.