Cassady Schiller Wealth Management’s NRC Health Common Stock NRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$741	Buy	+42	New	+$797	﹤0.01%	862

Other funds holding NRC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in NRC Health Common Stock (NRC) in Q4 2024: 42 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

133 funds tracked by Wall St. Rank hold NRC as of Q4 2024.

Cassady Schiller Wealth Management held 42 shares of NRC Health Common Stock worth $741 as of Q4 2024.
NRC Health Common Stock was a new Cassady Schiller Wealth Management position in Q4 2024.
NRC Health Common Stock made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #862 holding.
133 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q4 2024.

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