EWA
RUM icon

EverSource Wealth Advisors’s RUM Group Inc RUM Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$2.76K Buy
541
+130
+32% +$747 ﹤0.01% 3522
2025
Q4 		$2.6K Buy
411
+311
+311% +$2.13K ﹤0.01% 3404
2025
Q3 		$724 Sell
100
-60
-38% -$490 ﹤0.01% 3844
2025
Q2 		$1.44K Sell
160
-23
-13% -$197 ﹤0.01% 3617
2025
Q1 		$1.29K Buy
183
+56
+44% +$584 ﹤0.01% 3129
2024
Q4 		$1.65K Buy
127
+27
+27% +$192 ﹤0.01% 2788
2024
Q3 		$536 Hold
100
– – ﹤0.01% 2864
2024
Q2 		$632 Hold
100
– – ﹤0.01% 2841
2024
Q1 		$706 Hold
100
– – ﹤0.01% 2654
2023
Q4 		$449 Hold
100
– – ﹤0.01% 2543
2023
Q3 		$510 Hold
100
– – ﹤0.01% 2364
2023
Q2 		$892 Hold
100
– – ﹤0.01% 2262
2023
Q1 		$1K Buy
+100
New +$901 ﹤0.01% 2115

Other funds holding RUM

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return