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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
STMStmicroelectronics N V
Recent Activity
Exited
0%
$619,008
20,821 shares@ $29.73 avg price
TNKTeekay Tankers Ltd
Recent Activity
Exited
0%
$612,872
10,521 shares@ $58.26 avg price
PPGPpg Inds Inc
Recent Activity
Exited
0%
$603,848
4,559 shares@ $132.46 avg price
ORANYOrange
Recent Activity
Exited
0%
$539,381
46,984 shares@ $11.49 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$471,103
3,221 shares@ $146.26 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$435,971
1,047 shares@ $416.41 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$429,892
16,143 shares@ $26.64 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$428,581
3,372 shares@ $127.1 avg price
ANDEAndersons Inc
Recent Activity
Exited
0%
$428,486
8,546 shares@ $50.14 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$408,838
16,217 shares@ $25.22 avg price