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Altus Wealth Group’s Casey's General Stores CASY Stock Holding History

Altus Wealth Group’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39
Closed -$7K – 261
2020
Q4 		$7K Buy
+39
New +$7.07K 0.01% 589

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Altus Wealth Group's CASY Position: Q1 2021 in Review

Altus Wealth Group sold out of Casey's General Stores (CASY) in Q1 2021, closing a stake of 39 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in CASY in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 421 funds tracked by Wall St. Rank hold CASY as of Q1 2021.

  • Altus Wealth Group reported no remaining Casey's General Stores position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 39 Casey's General Stores shares in Q1 2021, an estimated $7K.
  • Altus Wealth Group first reported a position in Casey's General Stores in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Casey's General Stores position peaked at $7K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.