OLVIG
RUM icon

Oliver Lagore Vanvalin Investment Group’s RUM Group Inc RUM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q4 		– Sell
-215
Closed -$1.1K – 854
2023
Q3 		$1.1K Hold
215
– – ﹤0.01% 737
2023
Q2 		$1.92K Hold
215
– – ﹤0.01% 654
2023
Q1 		$2.15K Hold
215
– – ﹤0.01% 580
2022
Q4 		$1.28K Hold
215
– – ﹤0.01% 584
2022
Q3 		$3K Hold
215
– – ﹤0.01% 505
2022
Q2 		$2K Hold
215
– – ﹤0.01% 513
2022
Q1 		$3K Buy
+215
New +$2.67K ﹤0.01% 480

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RUM Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of RUM Group Inc (RUM) in Q4 2023, closing a stake of 215 shares — an estimated $1.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in RUM in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 138 funds tracked by Wall St. Rank hold RUM as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining RUM Group Inc position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 215 RUM Group Inc shares in Q4 2023, an estimated $1.1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in RUM Group Inc in Q1 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's RUM Group Inc position peaked at $3K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.