Cassady Schiller Wealth Management’s Wipro WIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$4.84K	–	461
2023 Q3	$4.84K	Hold	2,000	–	–	﹤0.01%	371
2023 Q2	$4.72K	Hold	2,000	–	–	﹤0.01%	387
2023 Q1	$4.49K	Hold	2,000	–	–	﹤0.01%	364
2022 Q4	$4.66K	Buy	+2,000	New	+$4.78K	﹤0.01%	374
2022 Q1	–	Sell	-2,000	Closed	-$10K	–	604
2021 Q4	$10K	Buy	+2,000	New	+$9.07K	0.01%	317

Other funds holding WIT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cassady Schiller Wealth Management's WIT Position: Q4 2023 in Review

Cassady Schiller Wealth Management sold out of Wipro (WIT) in Q4 2023, closing a stake of 2,000 shares — an estimated $4.84K sold.

Cassady Schiller Wealth Management first reported a position in WIT in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 226 funds tracked by Wall St. Rank hold WIT as of Q4 2023.

Cassady Schiller Wealth Management reported no remaining Wipro position as of Q4 2023 after selling out during the quarter.
Cassady Schiller Wealth Management sold 2,000 Wipro shares in Q4 2023, an estimated $4.84K.
Cassady Schiller Wealth Management first reported a position in Wipro in Q4 2021 and held it in 5 quarters.
Cassady Schiller Wealth Management's Wipro position peaked at $10K in Q4 2021.
226 funds tracked by Wall St. Rank held Wipro as of Q4 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.