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Riverpoint Wealth Management Holdings’s Royce Value Trust RVT Stock Holding History

Riverpoint Wealth Management Holdings’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
Q1 		– Sell
-11,542
Closed -$170K – 73
2019
Q4 		$170K Buy
+11,542
New +$164K 0.07% 73

Other funds holding RVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Riverpoint Wealth Management Holdings's RVT Position: Q1 2020 in Review

Riverpoint Wealth Management Holdings sold out of Royce Value Trust (RVT) in Q1 2020, closing a stake of 11,542 shares — an estimated $170K sold.

Riverpoint Wealth Management Holdings first reported a position in RVT in Q4 2019 and held it in 1 quarter. The position peaked at $170K in Q4 2019. 141 funds tracked by Wall St. Rank hold RVT as of Q1 2020.

  • Riverpoint Wealth Management Holdings reported no remaining Royce Value Trust position as of Q1 2020 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 11,542 Royce Value Trust shares in Q1 2020, an estimated $170K.
  • Riverpoint Wealth Management Holdings first reported a position in Royce Value Trust in Q4 2019 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Royce Value Trust position peaked at $170K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Royce Value Trust as of Q1 2020.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2020, filed 11 May 2020.