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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
VODVodafone Group Plc New
Recent Activity
Decreased -26.57%
0.11%
$3.564M
419,736 shares@ $8.49 avg price
IMOImperial Oil Ltd
Recent Activity
Decreased -4.08%
0.11%
$3.529M
57,289 shares@ $61.6 avg price
GEGe Aerospace
Recent Activity
Decreased -1.96%
0.11%
$3.466M
20,779 shares@ $166.79 avg price
LYGLloyds Banking Group Plc
Recent Activity
Decreased -15.63%
0.1%
$3.394M
1.248M shares@ $2.72 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -0.74%
0.1%
$3.383M
28,606 shares@ $118.28 avg price
KBKb Finl Group Inc
Recent Activity
Decreased -0.99%
0.1%
$3.38M
59,399 shares@ $56.91 avg price
AOAIshares Tr
Recent Activity
Decreased -0.57%
0.1%
$3.361M
43,877 shares@ $76.62 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -5.59%
0.1%
$3.322M
68,609 shares@ $48.43 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.52%
0.1%
$3.288M
13,324 shares@ $246.8 avg price
TTETotalenergies Se
Recent Activity
Decreased -7.54%
0.1%
$3.227M
59,208 shares@ $54.51 avg price