Buck Wealth Strategies’s RUM Group Inc RUM Stock Holding History

Buck Wealth Strategies’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 Q3	–	Sell	-175	Closed	-$1.56K	–	391
2023 Q2	$1.56K	Hold	175	–	–	﹤0.01%	245
2023 Q1	$1.75K	Buy	+175	New	+$1.58K	﹤0.01%	186

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

DOS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Buck Wealth Strategies's RUM Position: Q3 2023 in Review

Buck Wealth Strategies sold out of RUM Group Inc (RUM) in Q3 2023, closing a stake of 175 shares — an estimated $1.56K sold.

Buck Wealth Strategies first reported a position in RUM in Q1 2023 and held it in 2 quarters. The position peaked at $1.75K in Q1 2023. 135 funds tracked by Wall St. Rank hold RUM as of Q3 2023.

Buck Wealth Strategies reported no remaining RUM Group Inc position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 175 RUM Group Inc shares in Q3 2023, an estimated $1.56K.
Buck Wealth Strategies first reported a position in RUM Group Inc in Q1 2023 and held it in 2 quarters.
Buck Wealth Strategies's RUM Group Inc position peaked at $1.75K in Q1 2023.
135 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.