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

Evermay 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
2021
Q3 		– Sell
-5
Closed -$1K – 464
2021
Q2 		$1K Buy
+5
New +$1.08K ﹤0.01% 490

Other funds holding CASY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evermay Wealth Management's CASY Position: Q3 2021 in Review

Evermay Wealth Management sold out of Casey's General Stores (CASY) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in CASY in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 403 funds tracked by Wall St. Rank hold CASY as of Q3 2021.

  • Evermay Wealth Management reported no remaining Casey's General Stores position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 5 Casey's General Stores shares in Q3 2021, an estimated $1K.
  • Evermay Wealth Management first reported a position in Casey's General Stores in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's Casey's General Stores position peaked at $1K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.