MPWT
ROIC

MassMutual Private Wealth & Trust’s Retail Opportunity Investments Corp. ROIC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-318
Closed -$5.52K – 2522
2024
Q4 		$5.52K Hold
318
– – ﹤0.01% 1495
2024
Q3 		$5K Buy
318
+56
+21% +$818 ﹤0.01% 1383
2024
Q2 		$3.26K Hold
262
– – ﹤0.01% 1475
2024
Q1 		$3.36K Hold
262
– – ﹤0.01% 1387
2023
Q4 		$3.68K Sell
262
-611
-70% -$7.68K ﹤0.01% 1320
2023
Q3 		$10.8K Buy
873
+110
+14% +$1.52K ﹤0.01% 973
2023
Q2 		$10.3K Buy
763
+106
+16% +$1.37K ﹤0.01% 961
2023
Q1 		$9.17K Buy
657
+576
+711% +$8.37K ﹤0.01% 973
2022
Q4 		$1K Sell
81
-52
-39% -$762 ﹤0.01% 1597
2022
Q3 		$2K Sell
133
-197
-60% -$3.25K ﹤0.01% 1317
2022
Q2 		$5K Buy
330
+292
+768% +$5.21K ﹤0.01% 926
2022
Q1 		$1K Buy
+38
New +$709 ﹤0.01% 1466
2021
Q2 		– Sell
-26
Closed – – 1315
2021
Q1 		$0 Buy
+26
New +$398 ﹤0.01% 1195

Other funds holding ROIC

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's ROIC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Retail Opportunity Investments Corp. (ROIC) in Q1 2025, closing a stake of 318 shares — an estimated $5.52K sold.

MassMutual Private Wealth & Trust first reported a position in ROIC in Q1 2021 and held it in 13 quarters. The position peaked at $10.8K in Q3 2023. 3 funds tracked by Wall St. Rank hold ROIC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Retail Opportunity Investments Corp. position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 318 Retail Opportunity Investments Corp. shares in Q1 2025, an estimated $5.52K.
  • MassMutual Private Wealth & Trust first reported a position in Retail Opportunity Investments Corp. in Q1 2021 and held it in 13 quarters.
  • MassMutual Private Wealth & Trust's Retail Opportunity Investments Corp. position peaked at $10.8K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.