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Patriot Financial Group Insurance Agency’s RUM Group Inc RUM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-165
Closed -$2K – 1638
2022
Q2 		$2K Hold
165
– – ﹤0.01% 1808
2022
Q1 		$2K Buy
+165
New +$2.05K ﹤0.01% 1878

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JCM
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PC
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JP Morgan Chase
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RUM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of RUM Group Inc (RUM) in Q3 2022, closing a stake of 165 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in RUM in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 92 funds tracked by Wall St. Rank hold RUM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining RUM Group Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 165 RUM Group Inc shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in RUM Group Inc in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's RUM Group Inc position peaked at $2K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.