Essex Financial Services’s RYTHM Inc RYM Stock Holding History

Essex Financial Services’s Portfolio RYM Stock Details RYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3	Closed	-$4K	–	477
2022 Q3	$4K	Hold	3	–	–	﹤0.01%	455
2022 Q2	$20K	Buy	+3	New	+$25.5K	﹤0.01%	478

Other funds holding RYM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Merlin Capital Newport, Rhode Island $33.5M AUM 36.34% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Essex Financial Services's RYM Position: Q4 2022 in Review

Essex Financial Services sold out of RYTHM Inc (RYM) in Q4 2022, closing a stake of 3 shares — an estimated $4K sold.

Essex Financial Services first reported a position in RYM in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q2 2022. 22 funds tracked by Wall St. Rank hold RYM as of Q4 2022.

Essex Financial Services reported no remaining RYTHM Inc position as of Q4 2022 after selling out during the quarter.
Essex Financial Services sold 3 RYTHM Inc shares in Q4 2022, an estimated $4K.
Essex Financial Services first reported a position in RYTHM Inc in Q2 2022 and held it in 2 quarters.
Essex Financial Services's RYTHM Inc position peaked at $20K in Q2 2022.
22 funds tracked by Wall St. Rank held RYTHM Inc as of Q4 2022.

Based on Essex Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.