WealthPLAN Partners’s RUM Group Inc RUM Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-525	Closed	-$4.68K	–	982
2023 Q2	$4.68K	Buy	525 +25	+5%	+$235	﹤0.01%	926
2023 Q1	$5K	Buy	+500	New	+$4.5K	﹤0.01%	1001

Other funds holding RUM

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DOS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's RUM Position: Q3 2023 in Review

WealthPLAN Partners sold out of RUM Group Inc (RUM) in Q3 2023, closing a stake of 525 shares — an estimated $4.68K sold.

WealthPLAN Partners first reported a position in RUM in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 135 funds tracked by Wall St. Rank hold RUM as of Q3 2023.

WealthPLAN Partners reported no remaining RUM Group Inc position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 525 RUM Group Inc shares in Q3 2023, an estimated $4.68K.
WealthPLAN Partners first reported a position in RUM Group Inc in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's RUM Group Inc position peaked at $5K in Q1 2023.
135 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.