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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-2,500
Closed -$34.6K – 1535
2024
Q4 		$34.6K Buy
+2,500
New +$17.8K ﹤0.01% 706
2023
Q4 		$26.9K Buy
6,000
+5,500
+1,100% +$26.8K 0.01% 651
2023
Q3 		$2.98K Buy
+500
New +$3.74K ﹤0.01% 804
2023
Q1 		– Sell
-500
Closed -$2.98K – 889
2022
Q4 		$2.98K Buy
+500
New +$4.79K ﹤0.01% 806

Other funds holding RUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's RUM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of RUM Group Inc (RUM) in Q1 2025, closing a stake of 2,500 shares — an estimated $34.6K sold.

Coppell Advisory Solutions first reported a position in RUM in Q4 2022 and held it in 4 quarters. The position peaked at $34.6K in Q4 2024. 188 funds tracked by Wall St. Rank hold RUM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining RUM Group Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,500 RUM Group Inc shares in Q1 2025, an estimated $34.6K.
  • Coppell Advisory Solutions first reported a position in RUM Group Inc in Q4 2022 and held it in 4 quarters.
  • Coppell Advisory Solutions's RUM Group Inc position peaked at $34.6K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.