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WealthPLAN Partners’s Rithm Capital RITM Stock Holding History

WealthPLAN Partners’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
-247
Closed -$2.31K – 965
2023
Q2 		$2.31K Buy
+247
New +$2.06K ﹤0.01% 1057
2017
Q2 		– Sell
-617
Closed -$10.5K – 366
2017
Q1 		$10.5K Buy
+617
New +$10.1K 0.04% 261
2016
Q3 		$7.78K Sell
580
-542
-48% -$7.55K ﹤0.01% 643
2016
Q2 		$7.77K Buy
+1,122
New +$14.4K ﹤0.01% 1834
2015
Q4 		$6.32K Buy
+1,557
New +$19.2K ﹤0.01% 1284
2015
Q2 		$8K Hold
500
– – ﹤0.01% 321
2015
Q1 		$8K Buy
+500
New +$6.9K ﹤0.01% 394

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

WealthPLAN Partners's RITM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Rithm Capital (RITM) in Q3 2023, closing a stake of 247 shares — an estimated $2.31K sold.

WealthPLAN Partners first reported a position in RITM in Q1 2015 and held it in 7 quarters. The position peaked at $10.5K in Q1 2017. 424 funds tracked by Wall St. Rank hold RITM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Rithm Capital position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 247 Rithm Capital shares in Q3 2023, an estimated $2.31K.
  • WealthPLAN Partners first reported a position in Rithm Capital in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Rithm Capital position peaked at $10.5K in Q1 2017.
  • 424 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.