WIM
RITM icon

WealthPlan Investment Management’s Rithm Capital RITM Stock Holding History

WealthPlan Investment 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
-634
Closed -$5.93K – 307
2023
Q2 		$5.93K Hold
634
– – ﹤0.01% 294
2023
Q1 		$5.07K Buy
+634
New +$5.58K ﹤0.01% 367

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
Geode Capital Management
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's RITM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Rithm Capital (RITM) in Q3 2023, closing a stake of 634 shares — an estimated $5.93K sold.

WealthPlan Investment Management first reported a position in RITM in Q1 2023 and held it in 2 quarters. The position peaked at $5.93K in Q2 2023. 424 funds tracked by Wall St. Rank hold RITM as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Rithm Capital position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 634 Rithm Capital shares in Q3 2023, an estimated $5.93K.
  • WealthPlan Investment Management first reported a position in Rithm Capital in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Rithm Capital position peaked at $5.93K in Q2 2023.
  • 424 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.