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Cassady Schiller Wealth Management’s York Water YORW Stock Holding History

Cassady Schiller Wealth Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$589 Buy
+18
New +$641 ﹤0.01% 928

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in York Water (YORW) in Q4 2024: 18 shares worth $589. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of York Water worth $589 as of Q4 2024.
  • York Water was a new Cassady Schiller Wealth Management position in Q4 2024.
  • York Water made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #928 holding.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

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