Cassady Schiller Wealth Management’s Smurfit Westrock SW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.51K	Buy	+28	New	+$1.43K	﹤0.01%	660

Other funds holding SW

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

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

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Smurfit Westrock (SW) in Q4 2024: 28 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

601 funds tracked by Wall St. Rank hold SW as of Q4 2024.

Cassady Schiller Wealth Management held 28 shares of Smurfit Westrock worth $1.51K as of Q4 2024.
Smurfit Westrock was a new Cassady Schiller Wealth Management position in Q4 2024.
Smurfit Westrock made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #660 holding.
601 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

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