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Coppell Advisory Solutions Corp’s RUM Group Inc RUM Stock Holding History

Coppell Advisory Solutions Corp’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 		$80.8K Buy
+10,000
New +$64.5K 0.02% 261
2023
Q1 		– Sell
-500
Closed -$2.98K – 889
2022
Q4 		$2.98K Buy
+500
New +$4.79K ﹤0.01% 806

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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
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's RUM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in RUM Group Inc (RUM) in Q1 2024: 10,000 shares worth $80.8K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in RUM as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in RUM in Q4 2022 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold RUM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,000 shares of RUM Group Inc worth $80.8K as of Q1 2024.
  • RUM Group Inc was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • RUM Group Inc made up 0.02% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #261 holding.
  • Coppell Advisory Solutions Corp first reported a position in RUM Group Inc in Q4 2022 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.