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SFG Wealth Management’s Rithm Capital RITM Stock Holding History

SFG Wealth Management’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
-10,278
Closed -$96.1K – 107
2023
Q2 		$96.1K Sell
10,278
-954
-8% -$7.97K 0.08% 96
2023
Q1 		$89.9K Sell
11,232
-2,246
-17% -$19.8K 0.1% 81
2022
Q4 		$110K Buy
13,478
+97
+0.7% +$810 0.14% 76
2022
Q3 		$98K Sell
13,381
-4,365
-25% -$41.6K 0.13% 76
2022
Q2 		$165K Sell
17,746
-2,140
-11% -$22.5K 0.19% 79
2022
Q1 		$218K Buy
19,886
+143
+0.7% +$1.52K 0.2% 83
2021
Q4 		$211K Buy
+19,743
New +$220K 0.19% 92

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFG Wealth Management's RITM Position: Q3 2023 in Review

SFG Wealth Management sold out of Rithm Capital (RITM) in Q3 2023, closing a stake of 10,278 shares — an estimated $96.1K sold.

SFG Wealth Management first reported a position in RITM in Q4 2021 and held it in 7 quarters. The position peaked at $218K in Q1 2022. 424 funds tracked by Wall St. Rank hold RITM as of Q3 2023.

  • SFG Wealth Management reported no remaining Rithm Capital position as of Q3 2023 after selling out during the quarter.
  • SFG Wealth Management sold 10,278 Rithm Capital shares in Q3 2023, an estimated $96.1K.
  • SFG Wealth Management first reported a position in Rithm Capital in Q4 2021 and held it in 7 quarters.
  • SFG Wealth Management's Rithm Capital position peaked at $218K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2023.

Based on SFG Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.