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Northwest Financial Advisors’s RUM Group Inc RUM Stock Holding History

Northwest Financial Advisors’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
-2,463
Closed -$13.2K – 450
2024
Q3 		$13.2K Buy
+2,463
New +$14.5K 0.01% 368
2024
Q1 		– Sell
-1,443
Closed -$6.48K – 428
2023
Q4 		$6.48K Buy
+1,443
New +$7.04K 0.01% 418

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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

Northwest Financial Advisors's RUM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of RUM Group Inc (RUM) in Q4 2024, closing a stake of 2,463 shares — an estimated $13.2K sold.

Northwest Financial Advisors first reported a position in RUM in Q4 2023 and held it in 2 quarters. The position peaked at $13.2K in Q3 2024. 191 funds tracked by Wall St. Rank hold RUM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining RUM Group Inc position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,463 RUM Group Inc shares in Q4 2024, an estimated $13.2K.
  • Northwest Financial Advisors first reported a position in RUM Group Inc in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's RUM Group Inc position peaked at $13.2K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.