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Cassady Schiller Wealth Management’s Cloudflare NET Stock Holding History

Cassady Schiller Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.05K Buy
19
+14
+280% +$1.37K ﹤0.01% 568
2024
Q3 		$404 Hold
5
– – ﹤0.01% 448
2024
Q2 		$414 Hold
5
– – ﹤0.01% 452
2024
Q1 		$484 Buy
+5
New +$453 ﹤0.01% 479

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Cloudflare (NET) stake by 280% in Q4 2024, buying an estimated $1.37K and bringing the position to 19 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Cassady Schiller Wealth Management first reported a position in NET in Q1 2024 and has held it in 4 quarters since. 771 funds tracked by Wall St. Rank hold NET as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Cloudflare worth $2.05K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 14 Cloudflare shares in Q4 2024, an estimated $1.37K.
  • Cloudflare made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #568 holding.
  • Cassady Schiller Wealth Management first reported a position in Cloudflare in Q1 2024 and has held it in 4 quarters since.
  • 771 funds tracked by Wall St. Rank held Cloudflare as of Q4 2024.

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