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Money Concepts Capital’s RUM Group Inc RUM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,458
Closed -$14.6K – 2421
2022
Q4 		$14.6K Buy
2,458
+186
+8% +$1.78K ﹤0.01% 1831
2022
Q3 		$28K Buy
2,272
+440
+24% +$4.82K ﹤0.01% 838
2022
Q2 		$18K Sell
1,832
-150
-8% -$1.64K ﹤0.01% 913
2022
Q1 		$24K Buy
+1,982
New +$24.6K ﹤0.01% 1544

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
DOS
David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Concepts Capital's RUM Position: Q1 2023 in Review

Money Concepts Capital sold out of RUM Group Inc (RUM) in Q1 2023, closing a stake of 2,458 shares — an estimated $14.6K sold.

Money Concepts Capital first reported a position in RUM in Q1 2022 and held it in 4 quarters. The position peaked at $28K in Q3 2022. 131 funds tracked by Wall St. Rank hold RUM as of Q1 2023.

  • Money Concepts Capital reported no remaining RUM Group Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,458 RUM Group Inc shares in Q1 2023, an estimated $14.6K.
  • Money Concepts Capital first reported a position in RUM Group Inc in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's RUM Group Inc position peaked at $28K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.