Baker Tilly Wealth Management’s Rithm Capital RITM Stock Holding History

Baker Tilly Wealth Management’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	-17,635	Closed	-$192K	–	279
2024 Q2	$192K	Sell	17,635 -2,200	-11%	-$24.4K	0.08%	274
2024 Q1	$221K	Hold	19,835	–	–	0.04%	396
2023 Q4	$212K	Hold	19,835	–	–	0.03%	444
2023 Q3	$184K	Sell	19,835 -62	-0.3%	-$611	0.03%	441
2023 Q2	$186K	Hold	19,897	–	–	0.02%	526
2023 Q1	$159K	Buy	19,897 +62	+0.3%	+$545	0.02%	526
2022 Q4	$162K	Sell	19,835 -239	-1%	-$2K	0.02%	514
2022 Q3	$147K	Hold	20,074	–	–	0.02%	488
2022 Q2	$187K	Sell	20,074 -170	-0.8%	-$1.78K	0.02%	471
2022 Q1	$222K	Buy	20,244 +83	+0.4%	+$880	0.02%	482
2021 Q4	$216K	Hold	20,161	–	–	0.02%	493
2021 Q3	$222K	Hold	20,161	–	–	0.03%	469
2021 Q2	$214K	Hold	20,161	–	–	0.03%	472
2021 Q1	$227K	Hold	20,161	–	–	0.05%	427
2020 Q4	$200K	Buy	+20,161	New	+$178K	0.06%	328

Other funds holding RITM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Baker Tilly Wealth Management's RITM Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Rithm Capital (RITM) in Q3 2024, closing a stake of 17,635 shares — an estimated $192K sold.

Baker Tilly Wealth Management first reported a position in RITM in Q4 2020 and held it in 15 quarters. The position peaked at $227K in Q1 2021. 492 funds tracked by Wall St. Rank hold RITM as of Q3 2024.

Baker Tilly Wealth Management reported no remaining Rithm Capital position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 17,635 Rithm Capital shares in Q3 2024, an estimated $192K.
Baker Tilly Wealth Management first reported a position in Rithm Capital in Q4 2020 and held it in 15 quarters.
Baker Tilly Wealth Management's Rithm Capital position peaked at $227K in Q1 2021.
492 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.