GI
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Gradient Investments’s RUM Group Inc RUM Stock Holding History

Gradient Investments’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
Q1 		– Sell
-900
Closed -$4.04K – 1721
2023
Q4 		$4.04K Hold
900
– – ﹤0.01% 1045
2023
Q3 		$4.59K Hold
900
– – ﹤0.01% 970
2023
Q2 		$8.03K Hold
900
– – ﹤0.01% 853
2023
Q1 		$9K Hold
900
– – ﹤0.01% 834
2022
Q4 		$5.36K Hold
900
– – ﹤0.01% 917
2022
Q3 		$11K Hold
900
– – ﹤0.01% 783
2022
Q2 		$9K Hold
900
– – ﹤0.01% 796
2022
Q1 		$11K Hold
900
– – ﹤0.01% 757
2021
Q4 		$10K Buy
+900
New +$9.51K ﹤0.01% 800

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's RUM Position: Q1 2024 in Review

Gradient Investments sold out of RUM Group Inc (RUM) in Q1 2024, closing a stake of 900 shares — an estimated $4.04K sold.

Gradient Investments first reported a position in RUM in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q3 2022. 159 funds tracked by Wall St. Rank hold RUM as of Q1 2024.

  • Gradient Investments reported no remaining RUM Group Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 900 RUM Group Inc shares in Q1 2024, an estimated $4.04K.
  • Gradient Investments first reported a position in RUM Group Inc in Q4 2021 and held it in 9 quarters.
  • Gradient Investments's RUM Group Inc position peaked at $11K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.