WJWM
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Williams Jones Wealth Management’s Rithm Capital RITM Stock Holding History

Williams Jones 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
2024
Q4 		– Sell
-24,401
Closed -$277K – 534
2024
Q3 		$277K Buy
24,401
+951
+4% +$10.8K ﹤0.01% 438
2024
Q2 		$256K Sell
23,450
-900
-4% -$9.96K ﹤0.01% 442
2024
Q1 		$272K Hold
24,350
– – ﹤0.01% 449
2023
Q4 		$260K Sell
24,350
-953
-4% -$9.48K ﹤0.01% 442
2023
Q3 		$235K Buy
25,303
+23
+0.1% +$227 ﹤0.01% 458
2023
Q2 		$236K Buy
25,280
+27
+0.1% +$226 ﹤0.01% 457
2023
Q1 		$202K Buy
25,253
+24
+0.1% +$211 ﹤0.01% 517
2022
Q4 		$206K Buy
25,229
+25
+0.1% +$209 ﹤0.01% 502
2022
Q3 		$184K Buy
25,204
+1,019
+4% +$9.7K ﹤0.01% 522
2022
Q2 		$225K Buy
24,185
+20
+0.1% +$210 ﹤0.01% 511
2022
Q1 		$265K Buy
24,165
+19
+0.1% +$201 ﹤0.01% 438
2021
Q4 		$259K Sell
24,146
-11,483
-32% -$128K ﹤0.01% 422
2021
Q3 		$392K Buy
35,629
+15
+0% +$154 0.01% 351
2021
Q2 		$377K Sell
35,614
-386
-1% -$4.1K 0.01% 364
2021
Q1 		$405K Buy
36,000
+1,100
+3% +$11.2K 0.01% 339
2020
Q4 		$347K Sell
34,900
-27,450
-44% -$243K 0.01% 346
2020
Q3 		$496K Sell
62,350
-2,950
-5% -$22.7K 0.01% 272
2020
Q2 		$485K Buy
65,300
+6,700
+11% +$43.4K 0.01% 264
2020
Q1 		$294K Buy
58,600
+3,750
+7% +$54.4K 0.01% 295
2019
Q4 		$884K Buy
54,850
+3,500
+7% +$55K 0.02% 216
2019
Q3 		$805K Buy
+51,350
New +$769K 0.02% 220

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's RITM Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Rithm Capital (RITM) in Q4 2024, closing a stake of 24,401 shares — an estimated $277K sold.

Williams Jones Wealth Management first reported a position in RITM in Q3 2019 and held it in 21 quarters. The position peaked at $884K in Q4 2019. 480 funds tracked by Wall St. Rank hold RITM as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Rithm Capital position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 24,401 Rithm Capital shares in Q4 2024, an estimated $277K.
  • Williams Jones Wealth Management first reported a position in Rithm Capital in Q3 2019 and held it in 21 quarters.
  • Williams Jones Wealth Management's Rithm Capital position peaked at $884K in Q4 2019.
  • 480 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.