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Cassady Schiller Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.65K Buy
+4
New +$1.75K ﹤0.01% 629
2022
Q1 		– Sell
-2
Closed -$1K – 331
2021
Q4 		$1K Buy
+2
New +$1.26K ﹤0.01% 462

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Idexx Laboratories (IDXX) in Q4 2024: 4 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in IDXX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in IDXX in Q4 2021 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold IDXX as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of Idexx Laboratories worth $1.65K as of Q4 2024.
  • Idexx Laboratories was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Idexx Laboratories made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #629 holding.
  • Cassady Schiller Wealth Management first reported a position in Idexx Laboratories in Q4 2021 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2024.

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