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Cassady Schiller Wealth Management’s Micron Technology MU Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$673 Buy
+8
New +$814 ﹤0.01% 890
2022
Q1 		– Sell
-24
Closed -$2K – 416
2021
Q4 		$2K Buy
+24
New +$1.87K ﹤0.01% 405

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Cassady Schiller Wealth Management opened a new position in Micron Technology (MU) in Q4 2024: 8 shares worth $673. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MU as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MU in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 1,705 funds tracked by Wall St. Rank hold MU as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Micron Technology worth $673 as of Q4 2024.
  • Micron Technology was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Micron Technology made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #890 holding.
  • Cassady Schiller Wealth Management first reported a position in Micron Technology in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Micron Technology position peaked at $2K in Q4 2021.
  • 1,705 funds tracked by Wall St. Rank held Micron Technology as of Q4 2024.

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