CSWM
M icon

Cassady Schiller Wealth Management’s Macy's M Stock Holding History

Cassady Schiller Wealth Management’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$2K – 481
2024
Q1 		$2K Hold
100
– – ﹤0.01% 424
2023
Q4 		$2.01K Sell
100
-60
-38% -$868 ﹤0.01% 391
2023
Q3 		$1.86K Buy
160
+60
+60% +$841 ﹤0.01% 408
2023
Q2 		$1.6K Hold
100
– – ﹤0.01% 427
2023
Q1 		$1.75K Hold
100
– – ﹤0.01% 402
2022
Q4 		$2.06K Buy
+100
New +$2.05K ﹤0.01% 415
2022
Q1 		– Sell
-300
Closed -$8K – 387
2021
Q4 		$8K Buy
+300
New +$8.18K ﹤0.01% 333

Other funds holding M

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return