HAG
RUM icon

HighPoint Advisor Group’s RUM Group Inc RUM Stock Holding History

HighPoint Advisor Group’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 		– Sell
-13,029
Closed -$82.3K – 969
2025
Q4 		$82.3K Sell
13,029
-100,050
-88% -$686K ﹤0.01% 1057
2025
Q3 		$819K Sell
113,079
-14
-0% -$114 0.04% 288
2025
Q2 		$1.02M Sell
113,093
-180
-0.2% -$1.54K 0.05% 247
2025
Q1 		$891K Hold
113,273
– – 0.05% 254
2024
Q4 		$1.27M Hold
113,273
– – 0.07% 212
2024
Q3 		$657K Buy
113,273
+2,000
+2% +$11.8K 0.04% 303
2024
Q2 		$690K Buy
111,273
+50
+0% +$322 0.04% 290
2024
Q1 		$776K Buy
111,223
+120
+0.1% +$775 0.05% 264
2023
Q4 		$829K Buy
+111,103
New +$542K 0.06% 250

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