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

Prestige Wealth Management 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
Q2 		– Sell
-500
Closed -$4.71K – 1084
2023
Q1 		$5K Buy
500
+400
+400% +$3.6K ﹤0.01% 575
2022
Q4 		$595 Buy
+100
New +$959 ﹤0.01% 1037

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DOS
David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prestige Wealth Management Group's RUM Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of RUM Group Inc (RUM) in Q2 2023, closing a stake of 500 shares — an estimated $4.71K sold.

Prestige Wealth Management Group first reported a position in RUM in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 132 funds tracked by Wall St. Rank hold RUM as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining RUM Group Inc position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 500 RUM Group Inc shares in Q2 2023, an estimated $4.71K.
  • Prestige Wealth Management Group first reported a position in RUM Group Inc in Q4 2022 and held it in 2 quarters.
  • Prestige Wealth Management Group's RUM Group Inc position peaked at $5K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.