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Cassady Schiller Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

Cassady Schiller Wealth Management’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$421 Buy
+10
New +$496 ﹤0.01% 1012
2022
Q1 		– Sell
-3
Closed – – 482
2021
Q4 		$0 Buy
+3
New +$244 ﹤0.01% 631

Other funds holding RARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Ultragenyx Pharmaceutical (RARE) in Q4 2024: 10 shares worth $421. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in RARE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in RARE in Q4 2021 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold RARE as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Ultragenyx Pharmaceutical worth $421 as of Q4 2024.
  • Ultragenyx Pharmaceutical was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1012 holding.
  • Cassady Schiller Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q4 2021 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q4 2024.

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