Cassady Schiller Wealth Management’s Kosmos Energy KOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$561	Buy	+164	New	+$624	﹤0.01%	941

Other funds holding KOS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Kosmos Energy (KOS) in Q4 2024: 164 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

270 funds tracked by Wall St. Rank hold KOS as of Q4 2024.

Cassady Schiller Wealth Management held 164 shares of Kosmos Energy worth $561 as of Q4 2024.
Kosmos Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
Kosmos Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #941 holding.
270 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2024.

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