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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
DTMDt Midstream Inc
Recent Activity
New Position
0.01%
$201,273
2,024 shares@ $99.45 avg price
DKSDicks Sporting Goods Inc
Recent Activity
New Position
0.01%
$200,367
876 shares@ $228.73 avg price
MDPediatrix Medical Group Inc
Recent Activity
New Position
0.01%
$182,145
13,883 shares@ $13.13 avg price
PPIHPerma-pipe Intl Hldgs Inc
Recent Activity
New Position
0.01%
$173,241
11,588 shares@ $14.96 avg price
RELLRichardson Electrs Ltd
Recent Activity
New Position
0.01%
$172,388
12,287 shares@ $14.04 avg price
NOKNokia Corp
Recent Activity
New Position
0.01%
$162,297
36,636 shares@ $4.43 avg price
NTICNorthern Technologies Intl C
Recent Activity
New Position
0.01%
$146,085
10,829 shares@ $13.5 avg price
RAILFreightcar Amer Inc
Recent Activity
New Position
0.01%
$103,569
11,559 shares@ $8.97 avg price