Cassady Schiller Wealth Management’s Procore PCOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$150	Buy	+2	New	+$142	﹤0.01%	1083

Other funds holding PCOR

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Procore (PCOR) in Q4 2024: 2 shares worth $150. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings.

401 funds tracked by Wall St. Rank hold PCOR as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Procore worth $150 as of Q4 2024.
Procore was a new Cassady Schiller Wealth Management position in Q4 2024.
Procore made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1083 holding.
401 funds tracked by Wall St. Rank held Procore as of Q4 2024.

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