Concurrent Investment Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Concurrent Investment Advisors’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
2024 Q2	–	Sell	-125,000	Closed	-$34.2K	–	1091
2024 Q1	$34.2K	Buy	+125,000	New	+$44.6K	﹤0.01%	882

Other funds holding CASA

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Concurrent Investment Advisors's CASA Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2024, closing a stake of 125,000 shares — an estimated $34.2K sold.

Concurrent Investment Advisors first reported a position in CASA in Q1 2024 and held it in 1 quarter. The position peaked at $34.2K in Q1 2024. 1 fund tracked by Wall St. Rank holds CASA as of Q2 2024.

Concurrent Investment Advisors reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Concurrent Investment Advisors sold 125,000 Casa Systems, Inc. Common Stock shares in Q2 2024, an estimated $34.2K.
Concurrent Investment Advisors first reported a position in Casa Systems, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
Concurrent Investment Advisors's Casa Systems, Inc. Common Stock position peaked at $34.2K in Q1 2024.
1 fund tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.