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Cassady Schiller Wealth Management’s Tejon Ranch TRC Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$636 Buy
+40
New +$646 ﹤0.01% 904

Other funds holding TRC

TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Tejon Ranch (TRC) in Q4 2024: 40 shares worth $636. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

118 funds tracked by Wall St. Rank hold TRC as of Q4 2024.

  • Cassady Schiller Wealth Management held 40 shares of Tejon Ranch worth $636 as of Q4 2024.
  • Tejon Ranch was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Tejon Ranch made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #904 holding.
  • 118 funds tracked by Wall St. Rank held Tejon Ranch as of Q4 2024.

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