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Heritage Wealth Management (Arizona)’s Rithm Capital RITM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$2.17K Buy
266
+133
+100% +$1.11K ﹤0.01% 974
2022
Q3 		$1K Buy
+133
New +$1.27K ﹤0.01% 963

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

Heritage Wealth Management (Arizona)'s RITM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Rithm Capital (RITM) stake by 100% in Q4 2022, buying an estimated $1.11K and bringing the position to 266 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Heritage Wealth Management (Arizona) first reported a position in RITM in Q3 2022 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold RITM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 266 shares of Rithm Capital worth $2.17K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 133 Rithm Capital shares in Q4 2022, an estimated $1.11K.
  • Rithm Capital made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #974 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Rithm Capital in Q3 2022 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.