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Cassady Schiller Wealth Management’s DXC Technology DXC Stock Holding History

Cassady Schiller Wealth Management’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$204 – 474
2023
Q1 		$204 Buy
+8
New +$218 ﹤0.01% 444
2022
Q1 		– Sell
-8
Closed – – 247
2021
Q4 		$0 Buy
+8
New +$261 ﹤0.01% 576

Other funds holding DXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cassady Schiller Wealth Management's DXC Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of DXC Technology (DXC) in Q2 2023, closing a stake of 8 shares — an estimated $204 sold.

Cassady Schiller Wealth Management first reported a position in DXC in Q4 2021 and held it in 2 quarters. The position peaked at $204 in Q1 2023. 482 funds tracked by Wall St. Rank hold DXC as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining DXC Technology position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 8 DXC Technology shares in Q2 2023, an estimated $204.
  • Cassady Schiller Wealth Management first reported a position in DXC Technology in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's DXC Technology position peaked at $204 in Q1 2023.
  • 482 funds tracked by Wall St. Rank held DXC Technology as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.