Bell Investment Advisors’s RUM Group Inc RUM Stock Holding History

Bell Investment Advisors’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 Q1	–	Sell	-109	Closed	-$649	–	1971
2022 Q4	$649	Buy	+109	New	+$1.04K	﹤0.01%	1705

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DOS

David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Investment Advisors's RUM Position: Q1 2023 in Review

Bell Investment Advisors sold out of RUM Group Inc (RUM) in Q1 2023, closing a stake of 109 shares — an estimated $649 sold.

Bell Investment Advisors first reported a position in RUM in Q4 2022 and held it in 1 quarter. The position peaked at $649 in Q4 2022. 131 funds tracked by Wall St. Rank hold RUM as of Q1 2023.

Bell Investment Advisors reported no remaining RUM Group Inc position as of Q1 2023 after selling out during the quarter.
Bell Investment Advisors sold 109 RUM Group Inc shares in Q1 2023, an estimated $649.
Bell Investment Advisors first reported a position in RUM Group Inc in Q4 2022 and held it in 1 quarter.
Bell Investment Advisors's RUM Group Inc position peaked at $649 in Q4 2022.
131 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.