Cassady Schiller Wealth Management’s Apogee Enterprises APOG Stock Holding History

Cassady Schiller Wealth Management’s Portfolio APOG Stock Details APOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$928	Buy	+13	New	+$1.02K	﹤0.01%	809

Other funds holding APOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cassady Schiller Wealth Management's APOG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Apogee Enterprises (APOG) in Q4 2024: 13 shares worth $928. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings.

262 funds tracked by Wall St. Rank hold APOG as of Q4 2024.

Cassady Schiller Wealth Management held 13 shares of Apogee Enterprises worth $928 as of Q4 2024.
Apogee Enterprises was a new Cassady Schiller Wealth Management position in Q4 2024.
Apogee Enterprises made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #809 holding.
262 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.