RWM
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Ritholtz Wealth Management’s Quanex NX Stock Holding History

Ritholtz Wealth Management’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,773
Closed -$237K – 959
2024
Q4 		$237K Sell
9,773
-1,192
-11% -$34.2K 0.01% 775
2024
Q3 		$304K Sell
10,965
-1,557
-12% -$44.2K 0.01% 696
2024
Q2 		$346K Sell
12,522
-729
-6% -$24.1K 0.01% 624
2024
Q1 		$509K Sell
13,251
-5,695
-30% -$190K 0.02% 524
2023
Q4 		$579K Buy
18,946
+373
+2% +$11K 0.02% 461
2023
Q3 		$523K Buy
18,573
+2,114
+13% +$57.8K 0.02% 446
2023
Q2 		$442K Buy
16,459
+5,053
+44% +$112K 0.02% 457
2023
Q1 		$246K Buy
+11,406
New +$274K 0.01% 568

Other funds holding NX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCP
Teleios Capital Partners Zug $65.7M AUM 48.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return