WAS
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Winch Advisory Services’s RUM Group Inc RUM Stock Holding History

Winch Advisory Services’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
2026
Q1 		$2.7K Hold
530
– – ﹤0.01% 407
2025
Q4 		$3.35K Hold
530
– – ﹤0.01% 386
2025
Q3 		$3.84K Hold
530
– – ﹤0.01% 381
2025
Q2 		$4.76K Hold
530
– – ﹤0.01% 349
2025
Q1 		$3.75K Hold
530
– – ﹤0.01% 360
2024
Q4 		$6.89K Hold
530
– – ﹤0.01% 334
2024
Q3 		$2.84K Hold
530
– – ﹤0.01% 355
2024
Q2 		$2.94K Hold
530
– – ﹤0.01% 354
2024
Q1 		$4.28K Hold
530
– – ﹤0.01% 322
2023
Q4 		$2.38K Hold
530
– – ﹤0.01% 353
2023
Q3 		$3K Hold
530
– – ﹤0.01% 339
2023
Q2 		$5K Buy
+530
New +$4.99K ﹤0.01% 304

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CF
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BlackRock
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CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return