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

Avior 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
2025
Q1 		– Sell
-1,200
Closed -$15.6K – 2005
2024
Q4 		$15.6K Buy
1,200
+1,000
+500% +$7.11K ﹤0.01% 1481
2024
Q3 		$1.07K Hold
200
– – ﹤0.01% 2068
2024
Q2 		$1.11K Hold
200
– – ﹤0.01% 2019
2024
Q1 		$1.62K Sell
200
-2,000
-91% -$12.9K ﹤0.01% 2309
2023
Q4 		$9.88K Hold
2,200
– – ﹤0.01% 993
2023
Q3 		$11.2K Hold
2,200
– – ﹤0.01% 1021
2023
Q2 		$19.6K Hold
2,200
– – ﹤0.01% 933
2023
Q1 		$22K Buy
2,200
+2,000
+1,000% +$18K ﹤0.01% 930
2022
Q4 		$1.19K Hold
200
– – ﹤0.01% 1107
2022
Q3 		$2K Buy
200
+100
+100% +$1.1K ﹤0.01% 1048
2022
Q2 		$0 Hold
100
– – ﹤0.01% 1205
2022
Q1 		$1K Hold
100
– – ﹤0.01% 1056
2021
Q4 		$1K Buy
+100
New +$1.06K ﹤0.01% 1047

Other funds holding RUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's RUM Position: Q1 2025 in Review

Avior Wealth Management sold out of RUM Group Inc (RUM) in Q1 2025, closing a stake of 1,200 shares — an estimated $15.6K sold.

Avior Wealth Management first reported a position in RUM in Q4 2021 and held it in 13 quarters. The position peaked at $22K in Q1 2023. 188 funds tracked by Wall St. Rank hold RUM as of Q1 2025.

  • Avior Wealth Management reported no remaining RUM Group Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,200 RUM Group Inc shares in Q1 2025, an estimated $15.6K.
  • Avior Wealth Management first reported a position in RUM Group Inc in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's RUM Group Inc position peaked at $22K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.