VisionPoint Advisory Group’s Rithm Capital RITM Stock Holding History

VisionPoint Advisory 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
2024 Q3	–	Sell	-207	Closed	-$2.26K	–	657
2024 Q2	$2.26K	Buy	207 +37	+22%	+$410	﹤0.01%	657
2024 Q1	$1.9K	Buy	170 +18	+12%	+$193	﹤0.01%	686
2023 Q4	$1.62K	Buy	+152	New	+$1.51K	﹤0.01%	648

Other funds holding RITM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VisionPoint Advisory Group's RITM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Rithm Capital (RITM) in Q3 2024, closing a stake of 207 shares — an estimated $2.26K sold.

VisionPoint Advisory Group first reported a position in RITM in Q4 2023 and held it in 3 quarters. The position peaked at $2.26K in Q2 2024. 492 funds tracked by Wall St. Rank hold RITM as of Q3 2024.

VisionPoint Advisory Group reported no remaining Rithm Capital position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 207 Rithm Capital shares in Q3 2024, an estimated $2.26K.
VisionPoint Advisory Group first reported a position in Rithm Capital in Q4 2023 and held it in 3 quarters.
VisionPoint Advisory Group's Rithm Capital position peaked at $2.26K in Q2 2024.
492 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.