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Foundations Investment Advisors’s RUM Group Inc RUM Stock Holding History

Foundations Investment 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
2024
Q2 		– Sell
-16,033
Closed -$130K – 795
2024
Q1 		$130K Sell
16,033
-17,898
-53% -$116K ﹤0.01% 687
2023
Q4 		$235K Buy
+33,931
New +$166K 0.01% 608

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foundations Investment Advisors's RUM Position: Q2 2024 in Review

Foundations Investment Advisors sold out of RUM Group Inc (RUM) in Q2 2024, closing a stake of 16,033 shares — an estimated $130K sold.

Foundations Investment Advisors first reported a position in RUM in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q4 2023. 159 funds tracked by Wall St. Rank hold RUM as of Q2 2024.

  • Foundations Investment Advisors reported no remaining RUM Group Inc position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 16,033 RUM Group Inc shares in Q2 2024, an estimated $130K.
  • Foundations Investment Advisors first reported a position in RUM Group Inc in Q4 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's RUM Group Inc position peaked at $235K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.