Cassady Schiller Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.27K	Buy	+10	New	+$1.33K	﹤0.01%	718

Other funds holding SFM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Sprouts Farmers Market (SFM) in Q4 2024: 10 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #718 among its holdings.

684 funds tracked by Wall St. Rank hold SFM as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of Sprouts Farmers Market worth $1.27K as of Q4 2024.
Sprouts Farmers Market was a new Cassady Schiller Wealth Management position in Q4 2024.
Sprouts Farmers Market made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #718 holding.
684 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2024.

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