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Cassady Schiller Wealth Management’s Arm ARM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$370 Hold
3
– – ﹤0.01% 1023
2024
Q3 		$429 Hold
3
– – ﹤0.01% 444
2024
Q2 		$491 Hold
3
– – ﹤0.01% 447
2024
Q1 		$375 Buy
+3
New +$318 ﹤0.01% 485

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

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

Cassady Schiller Wealth Management held its Arm (ARM) position steady in Q4 2024 at 3 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Cassady Schiller Wealth Management first reported a position in ARM in Q1 2024 and has held it in 4 quarters since. The position peaked at $491 in Q2 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Arm worth $370 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Arm share count unchanged in Q4 2024.
  • Arm made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1023 holding.
  • Cassady Schiller Wealth Management first reported a position in Arm in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Arm position peaked at $491 in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

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