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Belpointe Asset Management’s RUM Group Inc RUM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-3,761
Closed -$37.6K – 2804
2023
Q1 		$37.6K Buy
3,761
+331
+10% +$2.98K ﹤0.01% 1881
2022
Q4 		$20.4K Buy
+3,430
New +$32.9K ﹤0.01% 2168

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Belpointe Asset Management's RUM Position: Q2 2023 in Review

Belpointe Asset Management sold out of RUM Group Inc (RUM) in Q2 2023, closing a stake of 3,761 shares — an estimated $37.6K sold.

Belpointe Asset Management first reported a position in RUM in Q4 2022 and held it in 2 quarters. The position peaked at $37.6K in Q1 2023. 132 funds tracked by Wall St. Rank hold RUM as of Q2 2023.

  • Belpointe Asset Management reported no remaining RUM Group Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,761 RUM Group Inc shares in Q2 2023, an estimated $37.6K.
  • Belpointe Asset Management first reported a position in RUM Group Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's RUM Group Inc position peaked at $37.6K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.