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

Tradition 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
2023
Q4 		– Sell
-500
Closed -$3K – 1352
2023
Q3 		$3K Hold
500
– – ﹤0.01% 1330
2023
Q2 		$4K Hold
500
– – ﹤0.01% 1288
2023
Q1 		$5K Buy
+500
New +$4.5K ﹤0.01% 1157

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's RUM Position: Q4 2023 in Review

Tradition Wealth Management sold out of RUM Group Inc (RUM) in Q4 2023, closing a stake of 500 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in RUM in Q1 2023 and held it in 3 quarters. The position peaked at $5K in Q1 2023. 138 funds tracked by Wall St. Rank hold RUM as of Q4 2023.

  • Tradition Wealth Management reported no remaining RUM Group Inc position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 500 RUM Group Inc shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in RUM Group Inc in Q1 2023 and held it in 3 quarters.
  • Tradition Wealth Management's RUM Group Inc position peaked at $5K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.