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Atria Wealth Solutions’s RUM Group Inc RUM Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-16,925
Closed -$86.3K – 2010
2023
Q3 		$86.3K Buy
16,925
+1,350
+9% +$10.1K ﹤0.01% 1792
2023
Q2 		$139K Buy
+15,575
New +$147K ﹤0.01% 1753

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's RUM Position: Q4 2023 in Review

Atria Wealth Solutions sold out of RUM Group Inc (RUM) in Q4 2023, closing a stake of 16,925 shares — an estimated $86.3K sold.

Atria Wealth Solutions first reported a position in RUM in Q2 2023 and held it in 2 quarters. The position peaked at $139K in Q2 2023. 138 funds tracked by Wall St. Rank hold RUM as of Q4 2023.

  • Atria Wealth Solutions reported no remaining RUM Group Inc position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,925 RUM Group Inc shares in Q4 2023, an estimated $86.3K.
  • Atria Wealth Solutions first reported a position in RUM Group Inc in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's RUM Group Inc position peaked at $139K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.