Royce Value Trust shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.4M | 110k | 12.87 |
| 2023-06-30 | $1.5M | 110k | 13.80 |
| 2023-03-31 | $814k | 60k | 13.57 |
| 2022-12-31 | $801k | 60k | 13.26 |
| 2022-09-30 | $1000k | 80k | 12.55 |
| 2022-06-30 | $1.1M | 81k | 13.97 |
| 2022-03-31 | $1.4M | 81k | 16.99 |
| 2021-12-31 | $1.6M | 82k | 19.59 |
| 2021-09-30 | $1.5M | 82k | 18.01 |
| 2021-06-30 | $1.6M | 83k | 18.96 |
| 2021-03-31 | $1.5M | 83k | 18.11 |
| 2020-12-31 | $1.4M | 84k | 16.14 |
| 2020-09-30 | $1.1M | 88k | 12.64 |
| 2020-06-30 | $689k | 55k | 12.55 |
More positions owned by Atlas Private Wealth Advisors
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