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Cassady Schiller Wealth Management’s Aptiv APTV Stock Holding History

Cassady Schiller Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$907 Buy
+15
New +$918 ﹤0.01% 818
2022
Q1 		– Sell
-6
Closed -$1K – 142
2021
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 426

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Aptiv (APTV) in Q4 2024: 15 shares worth $907. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in APTV as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in APTV in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 600 funds tracked by Wall St. Rank hold APTV as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of Aptiv worth $907 as of Q4 2024.
  • Aptiv was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Aptiv made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #818 holding.
  • Cassady Schiller Wealth Management first reported a position in Aptiv in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Aptiv position peaked at $1K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Aptiv as of Q4 2024.

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