CSWM
F icon

Cassady Schiller Wealth Management’s Ford F Stock Holding History

Cassady Schiller Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$20.7K Buy
2,093
+281
+16% +$3K 0.01% 276
2024
Q3 		$19.1K Sell
1,812
-752
-29% -$8.6K 0.01% 276
2024
Q2 		$32.1K Buy
2,564
+3
+0.1% +$37 0.01% 235
2024
Q1 		$34K Buy
2,561
+3
+0.1% +$36 0.02% 240
2023
Q4 		$31.2K Buy
2,558
+3
+0.1% +$33 0.02% 241
2023
Q3 		$31.7K Buy
2,555
+3
+0.1% +$39 0.02% 229
2023
Q2 		$38.6K Hold
2,552
– – 0.02% 218
2023
Q1 		$32.2K Hold
2,552
– – 0.02% 233
2022
Q4 		$29.7K Buy
+2,552
New +$32.8K 0.02% 238
2022
Q1 		– Sell
-2,630
Closed -$55K – 276
2021
Q4 		$55K Buy
+2,630
New +$48.4K 0.03% 192

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return