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Patricia Hatzfeld

@Ritholtz Wealth Management

Latest period2024 - Q4ReportedManaged Assets$3.405BTotal holdings852
Assets growth rate2.62%Assets growth rate (2-Q avg)6.05%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Ritholtz Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 852 positions.

Assets under management

The assets under management (AUM) of Ritholtz Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.405B in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of 6.05%. The portfolio is managed by Patricia Hatzfeld, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CHTRCharter Communications Inc N
Recent Activity
New Position
0.04%
$1.133M
3,305 shares@ $342.78 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.03%
$1.008M
7,679 shares@ $131.3 avg price
HNIHni Corp
Recent Activity
New Position
0.03%
$875,739
17,386 shares@ $50.38 avg price
KHCKraft Heinz Co
Recent Activity
New Position
0.03%
$840,345
27,364 shares@ $30.71 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.03%
$807,798
10,681 shares@ $75.63 avg price
NMRKNewmark Group Inc
Recent Activity
New Position
0.03%
$804,853
62,830 shares@ $12.82 avg price
SLGNSilgan Hldgs Inc
Recent Activity
New Position
0.02%
$619,612
11,904 shares@ $52.06 avg price
EEExcelerate Energy Inc
Recent Activity
New Position
0.02%
$580,123
19,178 shares@ $30.25 avg price
PDEXPro-dex Inc Colo
Recent Activity
New Position
0.02%
$571,893
12,233 shares@ $46.76 avg price
BKTIBk Technologies Corporation
Recent Activity
New Position
0.02%
$488,015
14,232 shares@ $34.29 avg price