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CarsonAllaria Wealth Management’s Casey's General Stores CASY Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q4 		– Sell
-3
Closed -$1K – 345
2022
Q3 		$1K Hold
3
– – ﹤0.01% 306
2022
Q2 		$1K Hold
3
– – ﹤0.01% 302
2022
Q1 		$1K Hold
3
– – ﹤0.01% 314
2021
Q4 		$1K Buy
+3
New +$580 ﹤0.01% 333

Other funds holding CASY

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CarsonAllaria Wealth Management's CASY Position: Q4 2022 in Review

CarsonAllaria Wealth Management sold out of Casey's General Stores (CASY) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in CASY in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 492 funds tracked by Wall St. Rank hold CASY as of Q4 2022.

  • CarsonAllaria Wealth Management reported no remaining Casey's General Stores position as of Q4 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3 Casey's General Stores shares in Q4 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in Casey's General Stores in Q4 2021 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Casey's General Stores position peaked at $1K in Q3 2022.
  • 492 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.