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Triad Wealth Partners’s RUM Group Inc RUM Stock Holding History

Triad Wealth Partners’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
-300
Closed -$1.67K – 722
2024
Q2 		$1.67K Buy
+300
New +$1.93K ﹤0.01% 793

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State Street
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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

Triad Wealth Partners's RUM Position: Q3 2024 in Review

Triad Wealth Partners sold out of RUM Group Inc (RUM) in Q3 2024, closing a stake of 300 shares — an estimated $1.67K sold.

Triad Wealth Partners first reported a position in RUM in Q2 2024 and held it in 1 quarter. The position peaked at $1.67K in Q2 2024. 166 funds tracked by Wall St. Rank hold RUM as of Q3 2024.

  • Triad Wealth Partners reported no remaining RUM Group Inc position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 300 RUM Group Inc shares in Q3 2024, an estimated $1.67K.
  • Triad Wealth Partners first reported a position in RUM Group Inc in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's RUM Group Inc position peaked at $1.67K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.