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Cassady Schiller Wealth Management’s Sarepta Therapeutics SRPT Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$365 Buy
+3
New +$368 ﹤0.01% 1025
2022
Q1 		– Sell
-3
Closed – – 531
2021
Q4 		$0 Buy
+3
New +$256 ﹤0.01% 640

Other funds holding SRPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Sarepta Therapeutics (SRPT) in Q4 2024: 3 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SRPT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in SRPT in Q4 2021 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold SRPT as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Sarepta Therapeutics worth $365 as of Q4 2024.
  • Sarepta Therapeutics was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Sarepta Therapeutics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1025 holding.
  • Cassady Schiller Wealth Management first reported a position in Sarepta Therapeutics in Q4 2021 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q4 2024.

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