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Cassady Schiller Wealth Management’s Ball Corp BALL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$937 Buy
+17
New +$1.04K ﹤0.01% 804
2022
Q1 		– Sell
-6
Closed -$1K – 156
2021
Q4 		$1K Buy
+6
New +$555 ﹤0.01% 431

Other funds holding BALL

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Ball Corp (BALL) in Q4 2024: 17 shares worth $937. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BALL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in BALL in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • Cassady Schiller Wealth Management held 17 shares of Ball Corp worth $937 as of Q4 2024.
  • Ball Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Ball Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #804 holding.
  • Cassady Schiller Wealth Management first reported a position in Ball Corp in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Ball Corp position peaked at $1K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

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