Cassady Schiller Wealth Management’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$647	Buy	+10	New	+$784	﹤0.01%	901

Other funds holding BC

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Brunswick (BC) in Q4 2024: 10 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings.

384 funds tracked by Wall St. Rank hold BC as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of Brunswick worth $647 as of Q4 2024.
Brunswick was a new Cassady Schiller Wealth Management position in Q4 2024.
Brunswick made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #901 holding.
384 funds tracked by Wall St. Rank held Brunswick as of Q4 2024.

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