CSWM
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Cassady Schiller Wealth Management’s SentinelOne S Stock Holding History

Cassady Schiller Wealth Management’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$22 Buy
+1
New +$26 ﹤0.01% 1139

Other funds holding S

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
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in SentinelOne (S) in Q4 2024: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

458 funds tracked by Wall St. Rank hold S as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of SentinelOne worth $22 as of Q4 2024.
  • SentinelOne was a new Cassady Schiller Wealth Management position in Q4 2024.
  • SentinelOne made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1139 holding.
  • 458 funds tracked by Wall St. Rank held SentinelOne as of Q4 2024.

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