CSWM
X

Cassady Schiller Wealth Management’s US Steel X Stock Holding History

Cassady Schiller Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$816 Buy
+24
New +$886 ﹤0.01% 846

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in US Steel (X) in Q4 2024: 24 shares worth $816. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings.

503 funds tracked by Wall St. Rank hold X as of Q4 2024.

  • Cassady Schiller Wealth Management held 24 shares of US Steel worth $816 as of Q4 2024.
  • US Steel was a new Cassady Schiller Wealth Management position in Q4 2024.
  • US Steel made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #846 holding.
  • 503 funds tracked by Wall St. Rank held US Steel as of Q4 2024.

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