CSWM
RIDE

Cassady Schiller Wealth Management’s Lordstown Motors Corp. Class A Common Stock RIDE Stock Holding History

Cassady Schiller Wealth Management’s Portfolio RIDE Stock Details RIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37
Closed -$44 – 514
2023
Q4 		$44 Hold
37
– – ﹤0.01% 434
2023
Q3 		$113 Hold
37
– – ﹤0.01% 446
2023
Q2 		$79 Sell
37
-1
-3% -$5 ﹤0.01% 465
2023
Q1 		$377 Hold
38
– – ﹤0.01% 438
2022
Q4 		$648 Buy
+38
New +$882 ﹤0.01% 446
2022
Q1 		– Sell
-39
Closed -$2K – 643
2021
Q4 		$2K Buy
+39
New +$2.83K ﹤0.01% 413

Other funds holding RIDE

HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Cassady Schiller Wealth Management's RIDE Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Lordstown Motors Corp. Class A Common Stock (RIDE) in Q1 2024, closing a stake of 37 shares — an estimated $44 sold.

Cassady Schiller Wealth Management first reported a position in RIDE in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 5 funds tracked by Wall St. Rank hold RIDE as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Lordstown Motors Corp. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 37 Lordstown Motors Corp. Class A Common Stock shares in Q1 2024, an estimated $44.
  • Cassady Schiller Wealth Management first reported a position in Lordstown Motors Corp. Class A Common Stock in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's Lordstown Motors Corp. Class A Common Stock position peaked at $2K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Lordstown Motors Corp. Class A Common Stock as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.