U.S. Capital Wealth Advisors’s Royce Value Trust RVT Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-2,519	Closed	-$33.4K	–	1349
2022 Q4	$33.4K	Buy	+2,519	New	+$34.7K	﹤0.01%	976

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's RVT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Royce Value Trust (RVT) in Q1 2023, closing a stake of 2,519 shares — an estimated $33.4K sold.

U.S. Capital Wealth Advisors first reported a position in RVT in Q4 2022 and held it in 1 quarter. The position peaked at $33.4K in Q4 2022. 166 funds tracked by Wall St. Rank hold RVT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Royce Value Trust position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,519 Royce Value Trust shares in Q1 2023, an estimated $33.4K.
U.S. Capital Wealth Advisors first reported a position in Royce Value Trust in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Royce Value Trust position peaked at $33.4K in Q4 2022.
166 funds tracked by Wall St. Rank held Royce Value Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.