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Next Financial Group’s Rithm Capital RITM Stock Holding History

Next 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
2021
Q4 		$428K Buy
39,975
+11,974
+43% +$134K 0.03% 614
2021
Q3 		$308K Buy
28,001
+8,224
+42% +$84.5K 0.02% 650
2021
Q2 		$209K Buy
19,777
+55
+0.3% +$584 0.02% 814
2021
Q1 		$222K Buy
19,722
+59
+0.3% +$600 0.02% 731
2020
Q4 		$195K Buy
19,663
+55
+0.3% +$486 0.02% 722
2020
Q3 		$156K Buy
19,608
+34
+0.2% +$262 0.02% 702
2020
Q2 		$145K Buy
19,574
+23
+0.1% +$149 0.02% 568
2020
Q1 		$98K Sell
19,551
-15,821
-45% -$229K 0.01% 765
2019
Q4 		$578K Sell
35,372
-2,025
-5% -$31.8K 0.06% 337
2019
Q3 		$587K Sell
37,397
-4,234
-10% -$63.4K 0.06% 324
2019
Q2 		$651K Buy
41,631
+31,264
+302% +$510K 0.07% 289
2019
Q1 		$175K Buy
10,367
+159
+2% +$2.62K 0.04% 395
2018
Q4 		$145K Buy
10,208
+423
+4% +$7.15K 0.03% 479
2018
Q3 		$174K Buy
+9,785
New +$178K 0.08% 228
2017
Q4 		– Sell
-8,083
Closed -$139K – 1150
2017
Q3 		$139K Sell
8,083
-1,158
-13% -$19K 0.04% 407
2017
Q2 		$144K Hold
9,241
– – 0.04% 446
2017
Q1 		$154K Buy
9,241
+1,784
+24% +$29.2K 0.04% 373
2016
Q4 		$117K Buy
7,457
+47
+0.6% +$694 0.02% 632
2016
Q3 		$102K Buy
7,410
+1,201
+19% +$16.7K 0.02% 656
2016
Q2 		$85K Buy
6,209
+1,001
+19% +$12.9K 0.03% 498
2016
Q1 		$60K Buy
5,208
+4,900
+1,591% +$54.3K 0.02% 565
2015
Q4 		$3K Hold
308
– – ﹤0.01% 1531
2015
Q3 		$4K Hold
308
– – ﹤0.01% 1495
2015
Q2 		$4K Hold
308
– – ﹤0.01% 1550
2015
Q1 		$4K Hold
308
– – ﹤0.01% 1557
2014
Q4 		$4K Sell
308
-229
-43% -$2.89K ﹤0.01% 1595
2014
Q3 		$6K Hold
537
– – ﹤0.01% 1990
2014
Q2 		$7K Buy
+537
New +$6.8K ﹤0.01% 854

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Next Financial Group's RITM Position: Q4 2021 in Review

Next Financial Group increased its Rithm Capital (RITM) stake by 43% in Q4 2021, buying an estimated $134K and bringing the position to 39,975 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #614.

Next Financial Group first reported a position in RITM in Q2 2014 and has held it in 28 quarters since. The position peaked at $651K in Q2 2019. 411 funds tracked by Wall St. Rank hold RITM as of Q4 2021.

  • Next Financial Group held 39,975 shares of Rithm Capital worth $428K as of Q4 2021.
  • Next Financial Group bought 11,974 Rithm Capital shares in Q4 2021, an estimated $134K.
  • Rithm Capital made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #614 holding.
  • Next Financial Group first reported a position in Rithm Capital in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Rithm Capital position peaked at $651K in Q2 2019.
  • 411 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.