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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
IMOSChipmos Technologies Inc
Recent Activity
Exited
0%
$383,145
16,374 shares@ $23.4 avg price
ROCKGibraltar Inds Inc
Recent Activity
Exited
0%
$377,832
5,403 shares@ $69.94 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$375,837
979 shares@ $383.9 avg price
OGNOrganon & Co
Recent Activity
Exited
0%
$355,829
18,601 shares@ $19.13 avg price
SSLSasol Ltd
Recent Activity
Exited
0%
$337,375
49,907 shares@ $6.77 avg price
GMABGenmab A S
Recent Activity
Exited
0%
$313,746
12,869 shares@ $24.38 avg price
RCKYRocky Brands Inc
Recent Activity
Exited
0%
$312,627
9,813 shares@ $31.86 avg price
TECKTeck Resources Ltd
Recent Activity
Exited
0%
$304,141
5,822 shares@ $52.24 avg price
TTEKTetra Tech Inc New
Recent Activity
Exited
0%
$293,675
6,227 shares@ $47.17 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Exited
0%
$280,287
8,278 shares@ $33.86 avg price