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Cassady Schiller Wealth Management’s NCR Atleos NATL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$267 – 504
2023
Q4 		$267 Buy
+11
New +$252 ﹤0.01% 425

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Cassady Schiller Wealth Management's NATL Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of NCR Atleos (NATL) in Q1 2024, closing a stake of 11 shares — an estimated $267 sold.

Cassady Schiller Wealth Management first reported a position in NATL in Q4 2023 and held it in 1 quarter. The position peaked at $267 in Q4 2023. 283 funds tracked by Wall St. Rank hold NATL as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining NCR Atleos position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 11 NCR Atleos shares in Q1 2024, an estimated $267.
  • Cassady Schiller Wealth Management first reported a position in NCR Atleos in Q4 2023 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's NCR Atleos position peaked at $267 in Q4 2023.
  • 283 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.