Cassady Schiller Wealth Management’s Lamar Advertising Co LAMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-750	Closed	-$89.6K	–	480
2024 Q1	$89.6K	Hold	750	–	–	0.04%	165
2023 Q4	$79.7K	Hold	750	–	–	0.04%	166
2023 Q3	$62.6K	Sell	750 -44	-6%	-$4.04K	0.03%	176
2023 Q2	$78.8K	Hold	794	–	–	0.04%	158
2023 Q1	$79.3K	Hold	794	–	–	0.04%	158
2022 Q4	$75K	Buy	+794	New	+$73.5K	0.05%	159
2022 Q1	–	Sell	-750	Closed	-$91K	–	369
2021 Q4	$91K	Buy	+750	New	+$87.4K	0.05%	142

Other funds holding LAMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassady Schiller Wealth Management's LAMR Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Lamar Advertising Co (LAMR) in Q2 2024, closing a stake of 750 shares — an estimated $89.6K sold.

Cassady Schiller Wealth Management first reported a position in LAMR in Q4 2021 and held it in 7 quarters. The position peaked at $91K in Q4 2021. 550 funds tracked by Wall St. Rank hold LAMR as of Q2 2024.

Cassady Schiller Wealth Management reported no remaining Lamar Advertising Co position as of Q2 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 750 Lamar Advertising Co shares in Q2 2024, an estimated $89.6K.
Cassady Schiller Wealth Management first reported a position in Lamar Advertising Co in Q4 2021 and held it in 7 quarters.
Cassady Schiller Wealth Management's Lamar Advertising Co position peaked at $91K in Q4 2021.
550 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.