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Cherry Tree Wealth Management’s RUM Group Inc RUM Stock Holding History

Cherry Tree 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
2024
Q4 		– Sell
-100
Closed -$536 – 651
2024
Q3 		$536 Hold
100
– – ﹤0.01% 588
2024
Q2 		$555 Hold
100
– – ﹤0.01% 569
2024
Q1 		$808 Hold
100
– – ﹤0.01% 557
2023
Q4 		$449 Hold
100
– – ﹤0.01% 571
2023
Q3 		$510 Hold
100
– – ﹤0.01% 558
2023
Q2 		$892 Buy
+100
New +$942 ﹤0.01% 543

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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
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
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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cherry Tree Wealth Management's RUM Position: Q4 2024 in Review

Cherry Tree Wealth Management sold out of RUM Group Inc (RUM) in Q4 2024, closing a stake of 100 shares — an estimated $536 sold.

Cherry Tree Wealth Management first reported a position in RUM in Q2 2023 and held it in 6 quarters. The position peaked at $892 in Q2 2023. 191 funds tracked by Wall St. Rank hold RUM as of Q4 2024.

  • Cherry Tree Wealth Management reported no remaining RUM Group Inc position as of Q4 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 100 RUM Group Inc shares in Q4 2024, an estimated $536.
  • Cherry Tree Wealth Management first reported a position in RUM Group Inc in Q2 2023 and held it in 6 quarters.
  • Cherry Tree Wealth Management's RUM Group Inc position peaked at $892 in Q2 2023.
  • 191 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.