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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
VONVVanguard Scottsdale Fds
Recent Activity
Exited
0%
$2.861M
34,338 shares@ $83.34 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.261M
2,771 shares@ $816.12 avg price
TKTeekay Corporation
Recent Activity
Exited
0%
$1.841M
200,069 shares@ $9.21 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.797M
1,892 shares@ $949.76 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Exited
0%
$1.648M
18,441 shares@ $89.37 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Exited
0%
$767,453
15,368 shares@ $49.94 avg price
HSYHershey Co
Recent Activity
Exited
0%
$712,753
3,717 shares@ $191.76 avg price
NGGNational Grid Plc
Recent Activity
Exited
0%
$663,591
9,525 shares@ $69.67 avg price
DOWDow Inc
Recent Activity
Exited
0%
$660,870
12,097 shares@ $54.64 avg price
PRMWPrimo Water Corporation
Recent Activity
Exited
0%
$653,475
25,880 shares@ $25.26 avg price