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

Delos 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
2022
Q1 		– Sell
-19
Closed -$4K – 280
2021
Q4 		$4K Buy
+19
New +$3.67K ﹤0.01% 330

Other funds holding CASY

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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
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
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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Delos Wealth Advisors's CASY Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Casey's General Stores (CASY) in Q1 2022, closing a stake of 19 shares — an estimated $4K sold.

Delos Wealth Advisors first reported a position in CASY in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 424 funds tracked by Wall St. Rank hold CASY as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Casey's General Stores position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 19 Casey's General Stores shares in Q1 2022, an estimated $4K.
  • Delos Wealth Advisors first reported a position in Casey's General Stores in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Casey's General Stores position peaked at $4K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.