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Adirondack Retirement Specialists’s RUM Group Inc RUM Stock Holding History

Adirondack Retirement Specialists’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$892 – 109
2023
Q2 		$892 Hold
100
– – ﹤0.01% 120
2023
Q1 		$926 Hold
100
– – ﹤0.01% 132
2022
Q4 		$595 Hold
100
– – ﹤0.01% 115
2022
Q3 		$1K Buy
+100
New +$1.1K ﹤0.01% 112

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DOS
David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adirondack Retirement Specialists's RUM Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of RUM Group Inc (RUM) in Q3 2023, closing a stake of 100 shares — an estimated $892 sold.

Adirondack Retirement Specialists first reported a position in RUM in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 135 funds tracked by Wall St. Rank hold RUM as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining RUM Group Inc position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 RUM Group Inc shares in Q3 2023, an estimated $892.
  • Adirondack Retirement Specialists first reported a position in RUM Group Inc in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's RUM Group Inc position peaked at $1K in Q3 2022.
  • 135 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.