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Cassady Schiller Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Cassady Schiller Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.23K Buy
12
+3
+33% +$890 ﹤0.01% 490
2024
Q3 		$2.6K Hold
9
– – ﹤0.01% 385
2024
Q2 		$2.57K Hold
9
– – ﹤0.01% 383
2024
Q1 		$3.01K Buy
+9
New +$2.74K ﹤0.01% 401

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Reliance Steel & Aluminium (RS) stake by 33% in Q4 2024, buying an estimated $890 and bringing the position to 12 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Cassady Schiller Wealth Management first reported a position in RS in Q1 2024 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of Reliance Steel & Aluminium worth $3.23K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 3 Reliance Steel & Aluminium shares in Q4 2024, an estimated $890.
  • Reliance Steel & Aluminium made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #490 holding.
  • Cassady Schiller Wealth Management first reported a position in Reliance Steel & Aluminium in Q1 2024 and has held it in 4 quarters since.
  • 587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

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