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Total Clarity Wealth Management’s RUM Group Inc RUM Stock Holding History

Total Clarity Wealth Management’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
-29,004
Closed -$161K – 283
2024
Q2 		$161K Buy
+29,004
New +$187K 0.06% 236
2022
Q3 		– Sell
-5,734
Closed -$57K – 820
2022
Q2 		$57K Buy
+5,734
New +$62.5K 0.03% 392
2022
Q1 		– Sell
-2,147
Closed -$23K – 762
2021
Q4 		$23K Buy
+2,147
New +$22.7K 0.01% 546

Other funds holding RUM

Cantor Fitzgerald
Cantor Fitzgerald New York $9.31B AUM 73.66% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Total Clarity Wealth Management's RUM Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of RUM Group Inc (RUM) in Q3 2024, closing a stake of 29,004 shares — an estimated $161K sold.

Total Clarity Wealth Management first reported a position in RUM in Q4 2021 and held it in 3 quarters. The position peaked at $161K in Q2 2024. 166 funds tracked by Wall St. Rank hold RUM as of Q3 2024.

  • Total Clarity Wealth Management reported no remaining RUM Group Inc position as of Q3 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 29,004 RUM Group Inc shares in Q3 2024, an estimated $161K.
  • Total Clarity Wealth Management first reported a position in RUM Group Inc in Q4 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's RUM Group Inc position peaked at $161K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2024.

Based on Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.