Atlas Capital Advisors’s Casey's General Stores CASY Stock Holding History

Atlas Capital Advisors’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
2023 Q4	–	Sell	-40	Closed	-$10.9K	–	899
2023 Q3	$10.9K	Sell	40 -35	-47%	-$8.87K	﹤0.01%	698
2023 Q2	$18.3K	Sell	75 -54	-42%	-$12.2K	﹤0.01%	693
2023 Q1	$27.9K	Sell	129 -353	-73%	-$77.2K	﹤0.01%	636
2022 Q4	$108K	Buy	+482	New	+$110K	0.02%	434

Other funds holding CASY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Capital Advisors's CASY Position: Q4 2023 in Review

Atlas Capital Advisors sold out of Casey's General Stores (CASY) in Q4 2023, closing a stake of 40 shares — an estimated $10.9K sold.

Atlas Capital Advisors first reported a position in CASY in Q4 2022 and held it in 4 quarters. The position peaked at $108K in Q4 2022. 566 funds tracked by Wall St. Rank hold CASY as of Q4 2023.

Atlas Capital Advisors reported no remaining Casey's General Stores position as of Q4 2023 after selling out during the quarter.
Atlas Capital Advisors sold 40 Casey's General Stores shares in Q4 2023, an estimated $10.9K.
Atlas Capital Advisors first reported a position in Casey's General Stores in Q4 2022 and held it in 4 quarters.
Atlas Capital Advisors's Casey's General Stores position peaked at $108K in Q4 2022.
566 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.