Cetera Advisor Networks’s RUM Group Inc RUM Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$231K	Buy	28,600 +8,475	+42%	+$54.7K	﹤0.01%	2489
2023 Q4	$90.4K	Buy	20,125 +335	+2%	+$1.63K	﹤0.01%	2657
2023 Q3	$101K	Buy	19,790 +3,250	+20%	+$24.3K	﹤0.01%	2563
2023 Q2	$148K	Sell	16,540 -500	-3%	-$4.71K	﹤0.01%	2408
2023 Q1	$170K	Sell	17,040 -1,355	-7%	-$12.2K	﹤0.01%	2355
2022 Q4	$109K	Buy	18,395 +1,850	+11%	+$17.7K	﹤0.01%	2371
2022 Q3	$203K	Sell	16,545 -9,055	-35%	-$99.2K	﹤0.01%	1853
2022 Q2	$256K	Buy	25,600 +12,225	+91%	+$133K	﹤0.01%	1711
2022 Q1	$159K	Sell	13,375 -3,819	-22%	-$47.4K	﹤0.01%	1935
2021 Q4	$186K	Buy	+17,194	New	+$182K	﹤0.01%	1893

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

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

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's RUM Position: Q1 2024 in Review

Cetera Advisor Networks increased its RUM Group Inc (RUM) stake by 42% in Q1 2024, buying an estimated $54.7K and bringing the position to 28,600 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Cetera Advisor Networks first reported a position in RUM in Q4 2021 and has held it in 10 quarters since. The position peaked at $256K in Q2 2022. 159 funds tracked by Wall St. Rank hold RUM as of Q1 2024.

Cetera Advisor Networks held 28,600 shares of RUM Group Inc worth $231K as of Q1 2024.
Cetera Advisor Networks bought 8,475 RUM Group Inc shares in Q1 2024, an estimated $54.7K.
RUM Group Inc made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2489 holding.
Cetera Advisor Networks first reported a position in RUM Group Inc in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's RUM Group Inc position peaked at $256K in Q2 2022.
159 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.