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Arete Wealth Advisors’s Rithm Capital RITM Stock Holding History

Arete Wealth Advisors’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-183,533
Closed -$2M – 805
2024
Q2 		$2M Sell
183,533
-30,063
-14% -$333K 0.16% 128
2024
Q1 		$2.38M Sell
213,596
-39,399
-16% -$423K 0.22% 110
2023
Q4 		$2.7M Sell
252,995
-73,464
-23% -$731K 0.21% 100
2023
Q3 		$3.03M Sell
326,459
-17,172
-5% -$169K 0.53% 41
2023
Q2 		$3.21M Buy
343,631
+15,474
+5% +$129K 0.28% 81
2023
Q1 		$2.63M Buy
328,157
+25,500
+8% +$224K 0.21% 97
2022
Q4 		$2.47M Buy
302,657
+30,000
+11% +$250K 0.22% 95
2022
Q3 		$2M Buy
+272,657
New +$2.6M 0.2% 105
2022
Q2 		– Sell
-250,447
Closed -$2.75M – 545
2022
Q1 		$2.75M Buy
250,447
+52,009
+26% +$551K 0.23% 92
2021
Q4 		$2.13M Buy
+198,438
New +$2.21M 0.18% 108
2019
Q4 		– Sell
-15,387
Closed -$241K – 422
2019
Q3 		$241K Buy
15,387
+2,274
+17% +$34K 0.05% 335
2019
Q2 		$202K Buy
+13,113
New +$214K 0.04% 370
2018
Q3 		– Sell
-21,545
Closed -$377K – 389
2018
Q2 		$377K Sell
21,545
-2,225
-9% -$39K 0.09% 235
2018
Q1 		$391K Buy
23,770
+685
+3% +$11.6K 0.13% 199
2017
Q4 		$413K Sell
23,085
-4,650
-17% -$81.9K 0.13% 193
2017
Q3 		$464K Sell
27,735
-500
-2% -$8.19K 0.18% 156
2017
Q2 		$439K Buy
28,235
+1,125
+4% +$18.6K 0.2% 141
2017
Q1 		$460K Buy
27,110
+10,725
+65% +$175K 0.2% 113
2016
Q4 		$258K Buy
+16,385
New +$242K 0.12% 148

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arete Wealth Advisors's RITM Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Rithm Capital (RITM) in Q3 2024, closing a stake of 183,533 shares — an estimated $2M sold.

Arete Wealth Advisors first reported a position in RITM in Q4 2016 and held it in 19 quarters. The position peaked at $3.21M in Q2 2023. 492 funds tracked by Wall St. Rank hold RITM as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Rithm Capital position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 183,533 Rithm Capital shares in Q3 2024, an estimated $2M.
  • Arete Wealth Advisors first reported a position in Rithm Capital in Q4 2016 and held it in 19 quarters.
  • Arete Wealth Advisors's Rithm Capital position peaked at $3.21M in Q2 2023.
  • 492 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.