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Cassady Schiller Wealth Management’s Protolabs PRLB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$2.94K – 1147
2024
Q3 		$2.94K Hold
100
– – ﹤0.01% 374
2024
Q2 		$3.09K Hold
100
– – ﹤0.01% 369
2024
Q1 		$3.58K Hold
100
– – ﹤0.01% 390
2023
Q4 		$3.9K Hold
100
– – ﹤0.01% 369
2023
Q3 		$2.64K Hold
100
– – ﹤0.01% 399
2023
Q2 		$3.5K Hold
100
– – ﹤0.01% 403
2023
Q1 		$3.31K Hold
100
– – ﹤0.01% 379
2022
Q4 		$2.55K Buy
+100
New +$2.97K ﹤0.01% 407
2022
Q1 		– Sell
-100
Closed -$5K – 474
2021
Q4 		$5K Buy
+100
New +$5.9K ﹤0.01% 356

Other funds holding PRLB

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Cassady Schiller Wealth Management sold out of Protolabs (PRLB) in Q4 2024, closing a stake of 100 shares — an estimated $2.94K sold.

Cassady Schiller Wealth Management first reported a position in PRLB in Q4 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 199 funds tracked by Wall St. Rank hold PRLB as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining Protolabs position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 100 Protolabs shares in Q4 2024, an estimated $2.94K.
  • Cassady Schiller Wealth Management first reported a position in Protolabs in Q4 2021 and held it in 9 quarters.
  • Cassady Schiller Wealth Management's Protolabs position peaked at $5K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Protolabs as of Q4 2024.

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