RWP
RMT

Revolve Wealth Partners’s Royce Micro-Cap Trust RMT Stock Holding History

Revolve Wealth Partners’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,179
Closed -$148K – 240
2024
Q4 		$148K Buy
+15,179
New +$149K 0.02% 218

Other funds holding RMT

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MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Revolve Wealth Partners's RMT Position: Q1 2025 in Review

Revolve Wealth Partners sold out of Royce Micro-Cap Trust (RMT) in Q1 2025, closing a stake of 15,179 shares — an estimated $148K sold.

Revolve Wealth Partners first reported a position in RMT in Q4 2024 and held it in 1 quarter. The position peaked at $148K in Q4 2024. 94 funds tracked by Wall St. Rank hold RMT as of Q1 2025.

  • Revolve Wealth Partners reported no remaining Royce Micro-Cap Trust position as of Q1 2025 after selling out during the quarter.
  • Revolve Wealth Partners sold 15,179 Royce Micro-Cap Trust shares in Q1 2025, an estimated $148K.
  • Revolve Wealth Partners first reported a position in Royce Micro-Cap Trust in Q4 2024 and held it in 1 quarter.
  • Revolve Wealth Partners's Royce Micro-Cap Trust position peaked at $148K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2025.

Based on Revolve Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.