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BDO Wealth Advisors’s Casey's General Stores CASY Stock Holding History

BDO Wealth 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
2021
Q4 		– Sell
-30
Closed -$6K – 1095
2021
Q3 		$6K Sell
30
-35
-54% -$6.87K ﹤0.01% 795
2021
Q2 		$13K Hold
65
– – ﹤0.01% 706
2021
Q1 		$14K Buy
+65
New +$13K ﹤0.01% 670

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's CASY Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Casey's General Stores (CASY) in Q4 2021, closing a stake of 30 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in CASY in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 414 funds tracked by Wall St. Rank hold CASY as of Q4 2021.

  • BDO Wealth Advisors reported no remaining Casey's General Stores position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 30 Casey's General Stores shares in Q4 2021, an estimated $6K.
  • BDO Wealth Advisors first reported a position in Casey's General Stores in Q1 2021 and held it in 3 quarters.
  • BDO Wealth Advisors's Casey's General Stores position peaked at $14K in Q1 2021.
  • 414 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.