Wipfli Financial Advisors’s Royce Value Trust RVT Stock Holding History

Wipfli Financial 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
2022 Q3	$67K	Buy	+5,350	New	+$79.4K	﹤0.01%	936

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wipfli Financial Advisors's RVT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Royce Value Trust (RVT) in Q3 2022: 5,350 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings.

153 funds tracked by Wall St. Rank hold RVT as of Q3 2022.

Wipfli Financial Advisors held 5,350 shares of Royce Value Trust worth $67K as of Q3 2022.
Royce Value Trust was a new Wipfli Financial Advisors position in Q3 2022.
Royce Value Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #936 holding.
153 funds tracked by Wall St. Rank held Royce Value Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.