Valley Wealth Managers’s RUM Group Inc RUM Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-650	Closed	-$6.5K	–	356
2023 Q1	$6.5K	Buy	+650	New	+$5.86K	﹤0.01%	299

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DOS

David O. Sacks $19.8M AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Valley Wealth Managers's RUM Position: Q2 2023 in Review

Valley Wealth Managers sold out of RUM Group Inc (RUM) in Q2 2023, closing a stake of 650 shares — an estimated $6.5K sold.

Valley Wealth Managers first reported a position in RUM in Q1 2023 and held it in 1 quarter. The position peaked at $6.5K in Q1 2023. 132 funds tracked by Wall St. Rank hold RUM as of Q2 2023.

Valley Wealth Managers reported no remaining RUM Group Inc position as of Q2 2023 after selling out during the quarter.
Valley Wealth Managers sold 650 RUM Group Inc shares in Q2 2023, an estimated $6.5K.
Valley Wealth Managers first reported a position in RUM Group Inc in Q1 2023 and held it in 1 quarter.
Valley Wealth Managers's RUM Group Inc position peaked at $6.5K in Q1 2023.
132 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2023.

Based on Valley Wealth Managers's 13F filing for Q2 2023, filed 28 Jul 2023.