Reby Advisors’s Royce Value Trust RVT Stock Holding History

Reby Advisors’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
2020 Q4	$32K	Buy	+2,000	New	+$29.3K	0.01%	279

Other funds holding RVT

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PAIM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

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

Reby Advisors's RVT Position: Q4 2020 in Review

Reby Advisors opened a new position in Royce Value Trust (RVT) in Q4 2020: 2,000 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

159 funds tracked by Wall St. Rank hold RVT as of Q4 2020.

Reby Advisors held 2,000 shares of Royce Value Trust worth $32K as of Q4 2020.
Royce Value Trust was a new Reby Advisors position in Q4 2020.
Royce Value Trust made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #279 holding.
159 funds tracked by Wall St. Rank held Royce Value Trust as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.