CSWM
SLI

Cassady Schiller Wealth Management’s Standard Lithium SLI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$125 – 481
2024
Q2 		$125 Hold
100
– – ﹤0.01% 463
2024
Q1 		$118 Hold
100
– – ﹤0.01% 490
2023
Q4 		$202 Hold
100
– – ﹤0.01% 428
2023
Q3 		$283 Hold
100
– – ﹤0.01% 442
2023
Q2 		$450 Hold
100
– – ﹤0.01% 454
2023
Q1 		$380 Hold
100
– – ﹤0.01% 437
2022
Q4 		$295 Buy
+100
New +$387 ﹤0.01% 457

Other funds holding SLI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $162M AUM 30.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Cassady Schiller Wealth Management's SLI Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of Standard Lithium (SLI) in Q3 2024, closing a stake of 100 shares — an estimated $125 sold.

Cassady Schiller Wealth Management first reported a position in SLI in Q4 2022 and held it in 7 quarters. The position peaked at $450 in Q2 2023. 93 funds tracked by Wall St. Rank hold SLI as of Q3 2024.

  • Cassady Schiller Wealth Management reported no remaining Standard Lithium position as of Q3 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 100 Standard Lithium shares in Q3 2024, an estimated $125.
  • Cassady Schiller Wealth Management first reported a position in Standard Lithium in Q4 2022 and held it in 7 quarters.
  • Cassady Schiller Wealth Management's Standard Lithium position peaked at $450 in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.