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Cypress Point Wealth Management’s RUM Group Inc RUM Stock Holding History

Cypress Point 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
2025
Q2 		– Sell
-18,221
Closed -$129K – 81
2025
Q1 		$129K Sell
18,221
-662
-4% -$6.91K 0.04% 67
2024
Q4 		$246K Buy
18,883
+662
+4% +$4.71K 0.08% 66
2024
Q3 		$97.7K Buy
+18,221
New +$107K 0.04% 75

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cypress Point Wealth Management's RUM Position: Q2 2025 in Review

Cypress Point Wealth Management sold out of RUM Group Inc (RUM) in Q2 2025, closing a stake of 18,221 shares — an estimated $129K sold.

Cypress Point Wealth Management first reported a position in RUM in Q3 2024 and held it in 3 quarters. The position peaked at $246K in Q4 2024. 212 funds tracked by Wall St. Rank hold RUM as of Q2 2025.

  • Cypress Point Wealth Management reported no remaining RUM Group Inc position as of Q2 2025 after selling out during the quarter.
  • Cypress Point Wealth Management sold 18,221 RUM Group Inc shares in Q2 2025, an estimated $129K.
  • Cypress Point Wealth Management first reported a position in RUM Group Inc in Q3 2024 and held it in 3 quarters.
  • Cypress Point Wealth Management's RUM Group Inc position peaked at $246K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2025.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.