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Cassady Schiller Wealth Management’s Super Micro Computer SMCI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.22K Buy
+40
New +$1.45K ﹤0.01% 736

Other funds holding SMCI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Super Micro Computer (SMCI) in Q4 2024: 40 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Cassady Schiller Wealth Management held 40 shares of Super Micro Computer worth $1.22K as of Q4 2024.
  • Super Micro Computer was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Super Micro Computer made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #736 holding.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

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