RWMG
RUM icon

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

Redwood 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
2024
Q3 		– Sell
-5,472
Closed -$30.4K – 893
2024
Q2 		$30.4K Buy
+5,472
New +$35.2K 0.02% 379

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $38.8B AUM 21.88% 1-Year Est. Return

Redwood Wealth Management Group's RUM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of RUM Group Inc (RUM) in Q3 2024, closing a stake of 5,472 shares — an estimated $30.4K sold.

Redwood Wealth Management Group first reported a position in RUM in Q2 2024 and held it in 1 quarter. The position peaked at $30.4K in Q2 2024. 166 funds tracked by Wall St. Rank hold RUM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining RUM Group Inc position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5,472 RUM Group Inc shares in Q3 2024, an estimated $30.4K.
  • Redwood Wealth Management Group first reported a position in RUM Group Inc in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's RUM Group Inc position peaked at $30.4K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.