RWM
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Ritholtz Wealth Management’s Worthington Steel WS Stock Holding History

Ritholtz Wealth Management’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,023
Closed -$216K – 874
2024
Q1 		$216K Sell
6,023
-4,455
-43% -$135K 0.01% 729
2023
Q4 		$294K Buy
+10,478
New +$287K 0.01% 601

Other funds holding WS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ritholtz Wealth Management's WS Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Worthington Steel (WS) in Q2 2024, closing a stake of 6,023 shares — an estimated $216K sold.

Ritholtz Wealth Management first reported a position in WS in Q4 2023 and held it in 2 quarters. The position peaked at $294K in Q4 2023. 210 funds tracked by Wall St. Rank hold WS as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining Worthington Steel position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,023 Worthington Steel shares in Q2 2024, an estimated $216K.
  • Ritholtz Wealth Management first reported a position in Worthington Steel in Q4 2023 and held it in 2 quarters.
  • Ritholtz Wealth Management's Worthington Steel position peaked at $294K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.