Ameritas Investment Partners’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Ameritas Investment Partners’s Portfolio CASA Stock Details CASA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,241	Closed	-$2.85K	–	3255
2023 Q1	$2.85K	Hold	2,241	–	–	﹤0.01%	2934
2022 Q4	$7.71K	Hold	2,241	–	–	﹤0.01%	2860
2022 Q3	$7K	Hold	2,241	–	–	﹤0.01%	2886
2022 Q2	$8K	Hold	2,241	–	–	﹤0.01%	2899
2022 Q1	$10K	Hold	2,241	–	–	﹤0.01%	2808
2021 Q4	$13K	Hold	2,241	–	–	﹤0.01%	2830
2021 Q3	$15K	Hold	2,241	–	–	﹤0.01%	2829
2021 Q2	$20K	Hold	2,241	–	–	﹤0.01%	2746
2021 Q1	$21K	Hold	2,241	–	–	﹤0.01%	2546
2020 Q4	$14K	Hold	2,241	–	–	﹤0.01%	2661
2020 Q3	$9K	Hold	2,241	–	–	﹤0.01%	2781
2020 Q2	$9K	Hold	2,241	–	–	﹤0.01%	2791
2020 Q1	$8K	Hold	2,241	–	–	﹤0.01%	2655
2019 Q4	$9K	Hold	2,241	–	–	﹤0.01%	2784
2019 Q3	$18K	Hold	2,241	–	–	﹤0.01%	2453
2019 Q2	$14K	Hold	2,241	–	–	﹤0.01%	2663
2019 Q1	$19K	Hold	2,241	–	–	﹤0.01%	2411
2018 Q4	$29K	Hold	2,241	–	–	﹤0.01%	2124
2018 Q3	$33K	Buy	2,241 +1,020	+84%	+$15.5K	﹤0.01%	2234
2018 Q2	$20K	Buy	1,221 +633	+108%	+$14.4K	﹤0.01%	2525
2018 Q1	$17K	Buy	+588	New	+$13.2K	﹤0.01%	2505

Other funds holding CASA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BSP

Benefit Street Partners New York $69.6M AUM

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameritas Investment Partners's CASA Position: Q2 2023 in Review

Ameritas Investment Partners sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2023, closing a stake of 2,241 shares — an estimated $2.85K sold.

Ameritas Investment Partners first reported a position in CASA in Q1 2018 and held it in 21 quarters. The position peaked at $33K in Q3 2018. 52 funds tracked by Wall St. Rank hold CASA as of Q2 2023.

Ameritas Investment Partners reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Ameritas Investment Partners sold 2,241 Casa Systems, Inc. Common Stock shares in Q2 2023, an estimated $2.85K.
Ameritas Investment Partners first reported a position in Casa Systems, Inc. Common Stock in Q1 2018 and held it in 21 quarters.
Ameritas Investment Partners's Casa Systems, Inc. Common Stock position peaked at $33K in Q3 2018.
52 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.