Cassady Schiller Wealth Management, LLC Closed Holding Positions

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
1
$157.01 - $213.8 $157 - $214
EXEL
Exelixis, Inc.

Healthcare
Q1 2022 Filed on May 12, 2022
2,000
$17.03 - $22.67 $34.1K - $45.3K
EEFT
Euronet Worldwide, Inc.

Technology
Q1 2022 Filed on May 12, 2022
6
$98.67 - $146.04 $592 - $876
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 12, 2022
80
$313.79 - $356.74 $25.1K - $28.5K
ETRN
Equitrans Midstream Corp

Energy
Q1 2022 Filed on May 12, 2022
25
$6.13 - $11.14 $153 - $279
EQIX
Equinix Inc

Real Estate
Q1 2022 Filed on May 12, 2022
2
$669.38 - $836.11 $1.34K - $1.67K
EFX
Equifax Inc

Industrials
Q1 2022 Filed on May 12, 2022
4
$208.16 - $285.61 $833 - $1.14K
FDX
Fedex Corp

Industrials
Q1 2022 Filed on May 12, 2022
64
$201.09 - $264.91 $12.9K - $17K
FTV
Fortive Corp

Technology
Q1 2022 Filed on May 12, 2022
11
$56.24 - $73.87 $619 - $813
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
8
$129.09 - $158.0 $1.03K - $1.26K
HSIC
Henry Schein Inc

Healthcare
Q1 2022 Filed on May 12, 2022
3
$72.72 - $88.73 $218 - $266
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
250
$14.89 - $17.36 $3.72K - $4.34K
HAE
Haemonetics Corp

Healthcare
Q1 2022 Filed on May 12, 2022
5
$43.77 - $63.22 $219 - $316
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on May 12, 2022
2,267
$27.36 - $40.22 $62K - $91.2K
GRMN
Garmin LTD

Technology
Q1 2022 Filed on May 12, 2022
2
$108.64 - $133.57 $217 - $267
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
8
$27.63 - $38.32 $221 - $307
EPD
Enterprise Products Partners L.P.

Energy
Q1 2022 Filed on May 12, 2022
125
$22.64 - $26.07 $2.83K - $3.26K
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