Cassady Schiller Wealth Management’s Central Pacific Financial CPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$930	Buy	+32	New	+$952	﹤0.01%	808

Other funds holding CPF

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Central Pacific Financial (CPF) in Q4 2024: 32 shares worth $930. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

187 funds tracked by Wall St. Rank hold CPF as of Q4 2024.

Cassady Schiller Wealth Management held 32 shares of Central Pacific Financial worth $930 as of Q4 2024.
Central Pacific Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
Central Pacific Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #808 holding.
187 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2024.

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