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Cassady Schiller Wealth Management’s Agilent Technologies A Stock Holding History

Cassady Schiller Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.36K Buy
+25
New +$3.42K ﹤0.01% 486
2022
Q1 		– Sell
-6
Closed -$1K – 112
2021
Q4 		$1K Buy
+6
New +$935 ﹤0.01% 417

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Agilent Technologies (A) in Q4 2024: 25 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in A as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in A in Q4 2021 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Cassady Schiller Wealth Management held 25 shares of Agilent Technologies worth $3.36K as of Q4 2024.
  • Agilent Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Agilent Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #486 holding.
  • Cassady Schiller Wealth Management first reported a position in Agilent Technologies in Q4 2021 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

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