CSWM
P

Cassady Schiller Wealth Management’s Everpure Inc P Stock Holding History

Cassady Schiller Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$737 Buy
+12
New +$668 ﹤0.01% 864

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Everpure Inc (P) in Q4 2024: 12 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings.

663 funds tracked by Wall St. Rank hold P as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of Everpure Inc worth $737 as of Q4 2024.
  • Everpure Inc was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Everpure Inc made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #864 holding.
  • 663 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2024.

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