Cassady Schiller Wealth Management’s Sitio Royalties STR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$652	Buy	+34	New	+$759	﹤0.01%	897

Other funds holding STR

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Sitio Royalties (STR) in Q4 2024: 34 shares worth $652. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

232 funds tracked by Wall St. Rank hold STR as of Q4 2024.

Cassady Schiller Wealth Management held 34 shares of Sitio Royalties worth $652 as of Q4 2024.
Sitio Royalties was a new Cassady Schiller Wealth Management position in Q4 2024.
Sitio Royalties made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #897 holding.
232 funds tracked by Wall St. Rank held Sitio Royalties as of Q4 2024.

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