WP
RMT

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

WealthPLAN 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
2023
Q3 		– Sell
-1,121
Closed -$9.81K – 971
2023
Q2 		$9.81K Hold
1,121
– – ﹤0.01% 796
2023
Q1 		$9.83K Buy
+1,121
New +$10.3K ﹤0.01% 868

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

WealthPLAN Partners's RMT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Royce Micro-Cap Trust (RMT) in Q3 2023, closing a stake of 1,121 shares — an estimated $9.81K sold.

WealthPLAN Partners first reported a position in RMT in Q1 2023 and held it in 2 quarters. The position peaked at $9.83K in Q1 2023. 83 funds tracked by Wall St. Rank hold RMT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Royce Micro-Cap Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,121 Royce Micro-Cap Trust shares in Q3 2023, an estimated $9.81K.
  • WealthPLAN Partners first reported a position in Royce Micro-Cap Trust in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Royce Micro-Cap Trust position peaked at $9.83K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.