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Kelly Financial Services’s RUM Group Inc RUM Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-1,000
Closed -$5.55K – 612
2024
Q2 		$5.55K Hold
1,000
– – ﹤0.01% 486
2024
Q1 		$8.08K Buy
+1,000
New +$6.46K ﹤0.01% 452
2022
Q2 		– Sell
-7
Closed -$83 – 705
2022
Q1 		$83 Buy
+7
New +$87 ﹤0.01% 655

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kelly Financial Services's RUM Position: Q3 2024 in Review

Kelly Financial Services sold out of RUM Group Inc (RUM) in Q3 2024, closing a stake of 1,000 shares — an estimated $5.55K sold.

Kelly Financial Services first reported a position in RUM in Q1 2022 and held it in 3 quarters. The position peaked at $8.08K in Q1 2024. 166 funds tracked by Wall St. Rank hold RUM as of Q3 2024.

  • Kelly Financial Services reported no remaining RUM Group Inc position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,000 RUM Group Inc shares in Q3 2024, an estimated $5.55K.
  • Kelly Financial Services first reported a position in RUM Group Inc in Q1 2022 and held it in 3 quarters.
  • Kelly Financial Services's RUM Group Inc position peaked at $8.08K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.