Ritholtz Wealth Management Closed Holding Positions

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 12, 2021
24,090
N/A
RIBT
Rice Bran Technologies

Consumer Defensive
Q1 2021 Filed on May 12, 2021
80,816
$0.6 - $1.32 $48.5K - $107K
PFSW
Pfsweb Inc

Industrials
Q1 2021 Filed on May 12, 2021
14,711
$6.38 - $8.31 $93.9K - $122K
Ishares Gold Trust
Q1 2021 Filed on May 12, 2021
1,944,664
N/A
Fiat Chrysler Automobiles N
Q1 2021 Filed on May 12, 2021
16,960
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
19,000
$18.34 - $25.28 $348K - $480K
STRO
Sutro Biopharma, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
11,998
$20.29 - $27.54 $243K - $330K
PETQ
Pet Iq, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
6,000
$32.6 - $37.82 $196K - $227K
Yrc Worldwide Inc
Q1 2021 Filed on May 12, 2021
18,795
N/A
HT
Hersha Hospitality Trust

Real Estate
Q1 2021 Filed on May 12, 2021
11,969
$7.47 - $12.9 $89.4K - $154K
Crh Med Corp
Q1 2021 Filed on May 12, 2021
10,603
N/A
ZUO
Zuora Inc

Technology
Q4 2020 Filed on Jan 19, 2021
16,693
$9.51 - $14.71 $159K - $246K
SIBN
Si Bone, Inc.

Healthcare
Q4 2020 Filed on Jan 19, 2021
10,712
$20.44 - $30.88 $219K - $331K
China Mobile Limited
Q4 2020 Filed on Jan 19, 2021
6,274
N/A
Cedar Realty Trust Inc
Q4 2020 Filed on Jan 19, 2021
13,258
N/A
Goldfield Corp
Q4 2020 Filed on Jan 19, 2021
16,661
N/A
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q4 2020 Filed on Jan 19, 2021
6,000
$45.82 - $57.1 $275K - $343K
Alaska Communications Sys Gr
Q4 2020 Filed on Jan 19, 2021
40,076
N/A
SNN
Smith & Nephew PLC

Healthcare
Q4 2020 Filed on Jan 19, 2021
6,241
$35.07 - $42.82 $219K - $267K
UTI
Universal Technical Institute Inc

Consumer Defensive
Q4 2020 Filed on Jan 19, 2021
11,856
$4.59 - $6.75 $54.4K - $80K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Jan 19, 2021
36,837
$6.98 - $8.56 $257K - $315K
AUDC
Audiocodes LTD

Technology
Q4 2020 Filed on Jan 19, 2021
6,831
$26.42 - $34.33 $180K - $235K
Tim Participacoes S A
Q4 2020 Filed on Jan 19, 2021
20,750
N/A
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q4 2020 Filed on Jan 19, 2021
10,570
$4.61 - $6.01 $48.7K - $63.5K
Ishares Tr
Q4 2020 Filed on Jan 19, 2021
69,711
N/A
Mobile Telesystems Pjsc
Q4 2020 Filed on Jan 19, 2021
13,184
N/A
Unilever N V
Q4 2020 Filed on Jan 19, 2021
7,902
N/A
DHX
Dhi Group, Inc.

Industrials
Q3 2020 Filed on Oct 23, 2020
18,249
$2.03 - $2.78 $37K - $50.7K
Forterra Inc
Q3 2020 Filed on Oct 23, 2020
12,252
N/A
Globalscape Inc
Q3 2020 Filed on Oct 23, 2020
19,020
N/A
KODK
Eastman Kodak CO

Industrials
Q3 2020 Filed on Oct 23, 2020
16,452
$2.02 - $33.2 $33.2K - $546K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2020 Filed on Oct 23, 2020
4,069
$63.0 - $72.31 $256K - $294K
Cnooc Limited
Q3 2020 Filed on Oct 23, 2020
2,848
N/A
Points Intl LTD
Q3 2020 Filed on Oct 23, 2020
11,771
N/A
Communications Sys Inc
Q3 2020 Filed on Oct 23, 2020
11,068
N/A
Royal Bk Scotland Group PLC
Q3 2020 Filed on Oct 23, 2020
251,243
N/A
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Oct 23, 2020
47,602
$1.23 - $1.85 $58.6K - $88.1K
SHIIY
Sinopec Shanghai Ads (1 Oo Clh)
Q3 2020 Filed on Oct 23, 2020
8,846
N/A
AU
Anglogold Ashanti LTD

Basic Materials
Q3 2020 Filed on Oct 23, 2020
7,521
$24.79 - $37.91 $186K - $285K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
4,738
$54.35 - $56.24 $258K - $266K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2020 Filed on Jul 15, 2020
57,256
$35.33 - $45.65 $2.02M - $2.61M
United Technologies Corp
Q2 2020 Filed on Jul 15, 2020
2,951
N/A
Aon PLC
Q2 2020 Filed on Jul 15, 2020
1,677
N/A
Contango Oil & Gas CO
Q2 2020 Filed on Jul 15, 2020
15,000
N/A
BNDX
Vanguard Total International B

ETFs
Q1 2020 Filed on Apr 09, 2020
5,524
$54.96 - $58.4 $304K - $323K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2020 Filed on Apr 09, 2020
2,470
$77.36 - $132.73 $191K - $328K
Ishares Tr
Q1 2020 Filed on Apr 09, 2020
40,650
N/A
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2020 Filed on Apr 09, 2020
11,400
$12.53 - $17.14 $143K - $195K
Lee Enterprises Inc
Q1 2020 Filed on Apr 09, 2020
16,514
N/A
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