VisionPoint Advisory Group’s RUM Group Inc RUM Stock Holding History

VisionPoint Advisory 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
2023 Q4	–	Sell	-550	Closed	-$2.81K	–	859
2023 Q3	$2.81K	Buy	+550	New	+$4.11K	﹤0.01%	560

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VisionPoint Advisory Group's RUM Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of RUM Group Inc (RUM) in Q4 2023, closing a stake of 550 shares — an estimated $2.81K sold.

VisionPoint Advisory Group first reported a position in RUM in Q3 2023 and held it in 1 quarter. The position peaked at $2.81K in Q3 2023. 138 funds tracked by Wall St. Rank hold RUM as of Q4 2023.

VisionPoint Advisory Group reported no remaining RUM Group Inc position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 550 RUM Group Inc shares in Q4 2023, an estimated $2.81K.
VisionPoint Advisory Group first reported a position in RUM Group Inc in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's RUM Group Inc position peaked at $2.81K in Q3 2023.
138 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.