Cassady Schiller Wealth Management’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$920	Buy	+16	New	+$918	﹤0.01%	811

Other funds holding FLS

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management opened a new position in Flowserve (FLS) in Q4 2024: 16 shares worth $920. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

494 funds tracked by Wall St. Rank hold FLS as of Q4 2024.

Cassady Schiller Wealth Management held 16 shares of Flowserve worth $920 as of Q4 2024.
Flowserve was a new Cassady Schiller Wealth Management position in Q4 2024.
Flowserve made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #811 holding.
494 funds tracked by Wall St. Rank held Flowserve as of Q4 2024.

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