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Castle Wealth Management’s Rithm Capital RITM Stock Holding History

Castle 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
2022
Q4 		– Sell
-2,000
Closed -$15K – 505
2022
Q3 		$15K Buy
2,000
+1,500
+300% +$14.3K 0.01% 370
2022
Q2 		$5K Buy
+500
New +$5.25K ﹤0.01% 489

Other funds holding RITM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Castle Wealth Management's RITM Position: Q4 2022 in Review

Castle Wealth Management sold out of Rithm Capital (RITM) in Q4 2022, closing a stake of 2,000 shares — an estimated $15K sold.

Castle Wealth Management first reported a position in RITM in Q2 2022 and held it in 2 quarters. The position peaked at $15K in Q3 2022. 426 funds tracked by Wall St. Rank hold RITM as of Q4 2022.

  • Castle Wealth Management reported no remaining Rithm Capital position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,000 Rithm Capital shares in Q4 2022, an estimated $15K.
  • Castle Wealth Management first reported a position in Rithm Capital in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Rithm Capital position peaked at $15K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.