CSWM
PCYO icon

Cassady Schiller Wealth Management’s Pure Cycle PCYO Stock Holding History

Cassady Schiller Wealth Management’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.03K Buy
+81
New +$989 ﹤0.01% 779

Other funds holding PCYO

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Pure Cycle (PCYO) in Q4 2024: 81 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

104 funds tracked by Wall St. Rank hold PCYO as of Q4 2024.

  • Cassady Schiller Wealth Management held 81 shares of Pure Cycle worth $1.03K as of Q4 2024.
  • Pure Cycle was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Pure Cycle made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #779 holding.
  • 104 funds tracked by Wall St. Rank held Pure Cycle as of Q4 2024.

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