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

Capital Performance 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
2024
Q4 		– Sell
-4
Closed -$1.5K – 582
2024
Q3 		$1.5K Buy
+4
New +$1.5K ﹤0.01% 1704

Other funds holding CASY

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's CASY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Casey's General Stores (CASY) in Q4 2024, closing a stake of 4 shares — an estimated $1.5K sold.

Capital Performance Advisors first reported a position in CASY in Q3 2024 and held it in 1 quarter. The position peaked at $1.5K in Q3 2024. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Casey's General Stores position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 Casey's General Stores shares in Q4 2024, an estimated $1.5K.
  • Capital Performance Advisors first reported a position in Casey's General Stores in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Casey's General Stores position peaked at $1.5K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.