Cassady Schiller Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$752	Buy	+19	New	+$775	﹤0.01%	858

Other funds holding NWN

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Northwest Natural Holdings (NWN) in Q4 2024: 19 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

262 funds tracked by Wall St. Rank hold NWN as of Q4 2024.

Cassady Schiller Wealth Management held 19 shares of Northwest Natural Holdings worth $752 as of Q4 2024.
Northwest Natural Holdings was a new Cassady Schiller Wealth Management position in Q4 2024.
Northwest Natural Holdings made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #858 holding.
262 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2024.

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