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

Encompass 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
2024
Q4 		– Sell
-2,150
Closed -$808K – 101
2024
Q3 		$808K Hold
2,150
– – 0.2% 102
2024
Q2 		$820K Buy
2,150
+450
+26% +$150K 0.22% 93
2024
Q1 		$541K Buy
+1,700
New +$497K 0.14% 137

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

Encompass Wealth Advisors's CASY Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Casey's General Stores (CASY) in Q4 2024, closing a stake of 2,150 shares — an estimated $808K sold.

Encompass Wealth Advisors first reported a position in CASY in Q1 2024 and held it in 3 quarters. The position peaked at $820K in Q2 2024. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

  • Encompass Wealth Advisors reported no remaining Casey's General Stores position as of Q4 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 2,150 Casey's General Stores shares in Q4 2024, an estimated $808K.
  • Encompass Wealth Advisors first reported a position in Casey's General Stores in Q1 2024 and held it in 3 quarters.
  • Encompass Wealth Advisors's Casey's General Stores position peaked at $820K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.