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Merriman Wealth Management’s RUM Group Inc RUM Stock Holding History

Merriman Wealth Management’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
Q4 		– Sell
-43,520
Closed -$233K – 224
2024
Q3 		$233K Buy
+43,520
New +$256K 0.01% 198
2023
Q4 		– Sell
-51,545
Closed -$263K – 209
2023
Q3 		$263K Buy
51,545
+4,230
+9% +$31.6K 0.01% 157
2023
Q2 		$422K Buy
47,315
+4,575
+11% +$43.1K 0.02% 147
2023
Q1 		$427K Buy
42,740
+4,400
+11% +$39.6K 0.02% 142
2022
Q4 		$228K Buy
38,340
+1,105
+3% +$10.6K 0.01% 188
2022
Q3 		$456K Buy
37,235
+3,475
+10% +$38.1K 0.03% 105
2022
Q2 		$337K Buy
33,760
+6,360
+23% +$69.4K 0.02% 122
2022
Q1 		$325K Buy
27,400
+7,400
+37% +$91.8K 0.03% 152
2021
Q4 		$217K Buy
+20,000
New +$211K 0.02% 200

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Merriman Wealth Management's RUM Position: Q4 2024 in Review

Merriman Wealth Management sold out of RUM Group Inc (RUM) in Q4 2024, closing a stake of 43,520 shares — an estimated $233K sold.

Merriman Wealth Management first reported a position in RUM in Q4 2021 and held it in 9 quarters. The position peaked at $456K in Q3 2022. 191 funds tracked by Wall St. Rank hold RUM as of Q4 2024.

  • Merriman Wealth Management reported no remaining RUM Group Inc position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 43,520 RUM Group Inc shares in Q4 2024, an estimated $233K.
  • Merriman Wealth Management first reported a position in RUM Group Inc in Q4 2021 and held it in 9 quarters.
  • Merriman Wealth Management's RUM Group Inc position peaked at $456K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.