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Crewe Advisors’s Casey's General Stores CASY Stock Holding History

Crewe 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
Q3 		– Sell
-15
Closed -$5.72K – 762
2024
Q2 		$5.72K Buy
+15
New +$5.01K ﹤0.01% 775
2023
Q4 		– Sell
-1
Closed -$272 – 455
2023
Q3 		$272 Hold
1
– – ﹤0.01% 425
2023
Q2 		$244 Sell
1
-93
-99% -$21.1K ﹤0.01% 689
2023
Q1 		$20.3K Hold
94
– – ﹤0.01% 428
2022
Q4 		$21.1K Hold
94
– – ﹤0.01% 406
2022
Q3 		$19K Hold
94
– – ﹤0.01% 469
2022
Q2 		$17K Buy
+94
New +$18.9K ﹤0.01% 458

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's CASY Position: Q3 2024 in Review

Crewe Advisors sold out of Casey's General Stores (CASY) in Q3 2024, closing a stake of 15 shares — an estimated $5.72K sold.

Crewe Advisors first reported a position in CASY in Q2 2022 and held it in 7 quarters. The position peaked at $21.1K in Q4 2022. 677 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • Crewe Advisors reported no remaining Casey's General Stores position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 15 Casey's General Stores shares in Q3 2024, an estimated $5.72K.
  • Crewe Advisors first reported a position in Casey's General Stores in Q2 2022 and held it in 7 quarters.
  • Crewe Advisors's Casey's General Stores position peaked at $21.1K in Q4 2022.
  • 677 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.