BWM
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BerganKDV Wealth Management’s Rithm Capital RITM Stock Holding History

BerganKDV 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
2023
Q1 		– Hold
0
– – – 1059
2022
Q4 		– Sell
-47
Closed -$392 – 1095
2022
Q3 		$0 Hold
47
– – ﹤0.01% 1053
2022
Q2 		$0 Hold
47
– – ﹤0.01% 1051
2022
Q1 		$1K Hold
47
– – ﹤0.01% 952
2021
Q4 		$1K Sell
47
-116
-71% -$1.29K ﹤0.01% 1007
2021
Q3 		$2K Buy
163
+2
+1% +$21 ﹤0.01% 901
2021
Q2 		$2K Buy
161
+2
+1% +$21 ﹤0.01% 840
2021
Q1 		$2K Buy
159
+2
+1% +$20 ﹤0.01% 801
2020
Q4 		$2K Buy
157
+17
+12% +$150 ﹤0.01% 797
2020
Q3 		$1K Hold
140
– – ﹤0.01% 851
2020
Q2 		$1K Buy
+140
New +$906 ﹤0.01% 891

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return