test

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
COINCoinbase Global Inc
Recent Activity
New Position
0.02%
$369,470
1,488 shares@ $248.3 avg price
TGTredegar Corp
Recent Activity
New Position
0.02%
$356,183
46,378 shares@ $7.68 avg price
FHNFirst Horizon Corporation
Recent Activity
New Position
0.02%
$352,390
17,497 shares@ $20.15 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.02%
$344,451
3,187 shares@ $108.09 avg price
LYVLive Nation Entertainment In
Recent Activity
New Position
0.01%
$310,412
2,397 shares@ $129.51 avg price
ENREnergizer Hldgs Inc New
Recent Activity
New Position
0.01%
$306,055
8,772 shares@ $34.89 avg price
DBDDiebold Nixdorf Inc
Recent Activity
New Position
0.01%
$302,959
7,039 shares@ $43.05 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.01%
$296,481
3,634 shares@ $81.59 avg price
WABWabtec
Recent Activity
New Position
0.01%
$294,812
1,555 shares@ $189.59 avg price
LHLabcorp Holdings Inc
Recent Activity
New Position
0.01%
$280,934
1,225 shares@ $229.34 avg price