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Raymond James Financial Services Advisors’s RUM Group Inc RUM Stock Holding History

Raymond James Financial Services 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
Q3 		$122K Buy
22,815
+506
+2% +$2.98K ﹤0.01% 3263
2024
Q2 		$124K Buy
22,309
+1,620
+8% +$10.4K ﹤0.01% 3203
2024
Q1 		$167K Buy
20,689
+4,716
+30% +$30.4K ﹤0.01% 3141
2023
Q4 		$71.7K Sell
15,973
-1,531
-9% -$7.47K ﹤0.01% 3161
2023
Q3 		$89.3K Buy
17,504
+2,977
+20% +$22.2K ﹤0.01% 3088
2023
Q2 		$130K Sell
14,527
-6,406
-31% -$60.3K ﹤0.01% 3025
2023
Q1 		$209K Buy
20,933
+520
+3% +$4.68K ﹤0.01% 2879
2022
Q4 		$121K Buy
20,413
+28
+0.1% +$269 ﹤0.01% 2981
2022
Q3 		$250K Buy
20,385
+8,429
+71% +$92.4K ﹤0.01% 2705
2022
Q2 		$119K Sell
11,956
-827
-6% -$9.02K ﹤0.01% 2988
2022
Q1 		$152K Buy
12,783
+1,735
+16% +$21.5K ﹤0.01% 3034
2021
Q4 		$120K Buy
+11,048
New +$117K ﹤0.01% 3093

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's RUM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its RUM Group Inc (RUM) stake by 2.3% in Q3 2024, buying an estimated $2.98K and bringing the position to 22,815 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Raymond James Financial Services Advisors first reported a position in RUM in Q4 2021 and has held it in 12 quarters since. The position peaked at $250K in Q3 2022. 166 funds tracked by Wall St. Rank hold RUM as of Q3 2024.

  • Raymond James Financial Services Advisors held 22,815 shares of RUM Group Inc worth $122K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 506 RUM Group Inc shares in Q3 2024, an estimated $2.98K.
  • RUM Group Inc made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3263 holding.
  • Raymond James Financial Services Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 12 quarters since.
  • Raymond James Financial Services Advisors's RUM Group Inc position peaked at $250K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.