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Fortem Financial Group’s Rithm Capital RITM Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-14,258
Closed -$133K – 164
2023
Q2 		$133K Sell
14,258
-8,515
-37% -$71.2K 0.08% 152
2023
Q1 		$182K Sell
22,773
-87,365
-79% -$769K 0.12% 142
2022
Q4 		$900K Sell
110,138
-8,201
-7% -$68.5K 0.53% 64
2022
Q3 		$866K Sell
118,339
-49,089
-29% -$467K 0.6% 59
2022
Q2 		$1.56M Buy
167,428
+130,928
+359% +$1.37M 1.02% 27
2022
Q1 		$401K Buy
+36,500
New +$387K 0.18% 123
2021
Q1 		– Sell
-797
Closed -$8K – 382
2020
Q4 		$8K Buy
+797
New +$7.05K ﹤0.01% 370

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's RITM Position: Q3 2023 in Review

Fortem Financial Group sold out of Rithm Capital (RITM) in Q3 2023, closing a stake of 14,258 shares — an estimated $133K sold.

Fortem Financial Group first reported a position in RITM in Q4 2020 and held it in 7 quarters. The position peaked at $1.56M in Q2 2022. 424 funds tracked by Wall St. Rank hold RITM as of Q3 2023.

  • Fortem Financial Group reported no remaining Rithm Capital position as of Q3 2023 after selling out during the quarter.
  • Fortem Financial Group sold 14,258 Rithm Capital shares in Q3 2023, an estimated $133K.
  • Fortem Financial Group first reported a position in Rithm Capital in Q4 2020 and held it in 7 quarters.
  • Fortem Financial Group's Rithm Capital position peaked at $1.56M in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2023.

Based on Fortem Financial Group's 13F filing for Q3 2023, filed 10 Oct 2023.