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AE Wealth Management’s RUM Group Inc RUM Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-10,948
Closed -$66.1K – 1814
2023
Q4 		$66.1K Buy
+10,948
New +$53.4K ﹤0.01% 1971

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's RUM Position: Q1 2024 in Review

AE Wealth Management sold out of RUM Group Inc (RUM) in Q1 2024, closing a stake of 10,948 shares — an estimated $66.1K sold.

AE Wealth Management first reported a position in RUM in Q4 2023 and held it in 1 quarter. The position peaked at $66.1K in Q4 2023. 159 funds tracked by Wall St. Rank hold RUM as of Q1 2024.

  • AE Wealth Management reported no remaining RUM Group Inc position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,948 RUM Group Inc shares in Q1 2024, an estimated $66.1K.
  • AE Wealth Management first reported a position in RUM Group Inc in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's RUM Group Inc position peaked at $66.1K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.