Spire Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Spire Wealth Management’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
2024 Q2	–	Sell	-5,479	Closed	-$51.8K	–	2367
2024 Q1	$51.8K	Hold	5,479	–	–	﹤0.01%	1203
2023 Q4	$48.7K	Hold	5,479	–	–	﹤0.01%	1210
2023 Q3	$45.4K	Hold	5,479	–	–	﹤0.01%	1208
2023 Q2	$47.9K	Buy	+5,479	New	+$46.1K	﹤0.01%	1217

Other funds holding RMT

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PAIM

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

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Spire Wealth Management's RMT Position: Q2 2024 in Review

Spire Wealth Management sold out of Royce Micro-Cap Trust (RMT) in Q2 2024, closing a stake of 5,479 shares — an estimated $51.8K sold.

Spire Wealth Management first reported a position in RMT in Q2 2023 and held it in 4 quarters. The position peaked at $51.8K in Q1 2024. 90 funds tracked by Wall St. Rank hold RMT as of Q2 2024.

Spire Wealth Management reported no remaining Royce Micro-Cap Trust position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 5,479 Royce Micro-Cap Trust shares in Q2 2024, an estimated $51.8K.
Spire Wealth Management first reported a position in Royce Micro-Cap Trust in Q2 2023 and held it in 4 quarters.
Spire Wealth Management's Royce Micro-Cap Trust position peaked at $51.8K in Q1 2024.
90 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.