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CSWM
Cassady Schiller Wealth Management’s
Fox Class B
FOX
Stock Holding History
Cassady Schiller Wealth Management’s Portfolio
FOX Stock Details
FOX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$91
Buy
+2
New
+$84
﹤0.01%
1105
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1-Year Est. Return
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1-Year Est. Return
Dodge & Cox
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
YAM
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$7.5B AUM
22.48%
1-Year Est. Return
State of Wisconsin Investment Board
Madison, Wisconsin
$43.7B AUM
27.76%
1-Year Est. Return
IFP
Independent Franchise Partners
London, United Kingdom
$14.3B AUM
3.49%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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