CSWM
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Cassady Schiller Wealth Management’s Snap SNAP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.43K Buy
411
+99
+32% +$1.12K ﹤0.01% 429
2024
Q3 		$3.34K Buy
312
+90
+41% +$1.03K ﹤0.01% 364
2024
Q2 		$3.69K Buy
222
+91
+69% +$1.3K ﹤0.01% 362
2024
Q1 		$1.5K Buy
131
+31
+31% +$416 ﹤0.01% 434
2023
Q4 		$1.69K Hold
100
– – ﹤0.01% 397
2023
Q3 		$891 Hold
100
– – ﹤0.01% 426
2023
Q2 		$1.18K Hold
100
– – ﹤0.01% 435
2023
Q1 		$1.12K Hold
100
– – ﹤0.01% 418
2022
Q4 		$895 Buy
+100
New +$986 ﹤0.01% 441

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
O
Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Snap (SNAP) stake by 32% in Q4 2024, buying an estimated $1.12K and bringing the position to 411 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Cassady Schiller Wealth Management first reported a position in SNAP in Q4 2022 and has held it in 9 quarters since. 568 funds tracked by Wall St. Rank hold SNAP as of Q4 2024.

  • Cassady Schiller Wealth Management held 411 shares of Snap worth $4.43K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 99 Snap shares in Q4 2024, an estimated $1.12K.
  • Snap made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #429 holding.
  • Cassady Schiller Wealth Management first reported a position in Snap in Q4 2022 and has held it in 9 quarters since.
  • 568 funds tracked by Wall St. Rank held Snap as of Q4 2024.

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