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Cassady Schiller Wealth Management’s Tenable Holdings TENB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TENB Stock Details TENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$827 Buy
21
+15
+250% +$622 ﹤0.01% 842
2024
Q3 		$243 Hold
6
– – ﹤0.01% 457
2024
Q2 		$261 Hold
6
– – ﹤0.01% 460
2024
Q1 		$297 Buy
+6
New +$285 ﹤0.01% 488

Other funds holding TENB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Cassady Schiller Wealth Management increased its Tenable Holdings (TENB) stake by 250% in Q4 2024, buying an estimated $622 and bringing the position to 21 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Cassady Schiller Wealth Management first reported a position in TENB in Q1 2024 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold TENB as of Q4 2024.

  • Cassady Schiller Wealth Management held 21 shares of Tenable Holdings worth $827 as of Q4 2024.
  • Cassady Schiller Wealth Management bought 15 Tenable Holdings shares in Q4 2024, an estimated $622.
  • Tenable Holdings made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #842 holding.
  • Cassady Schiller Wealth Management first reported a position in Tenable Holdings in Q1 2024 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Tenable Holdings as of Q4 2024.

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