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Financial Gravity Companies’s Casey's General Stores CASY Stock Holding History

Financial Gravity Companies’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 		$2.77K Hold
7
– – ﹤0.01% 726
2024
Q3 		$2.63K Buy
+7
New +$2.62K ﹤0.01% 473
2018
Q4 		$4K Buy
+30
New +$3.81K ﹤0.01% 752
2018
Q1 		$0 Hold
2
– – ﹤0.01% 1413
2017
Q4 		$0 Buy
+2
New +$229 ﹤0.01% 1353

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

Financial Gravity Companies's CASY Position: Q4 2024 in Review

Financial Gravity Companies held its Casey's General Stores (CASY) position steady in Q4 2024 at 7 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Financial Gravity Companies first reported a position in CASY in Q4 2017 and has held it in 5 quarters since. The position peaked at $4K in Q4 2018. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

  • Financial Gravity Companies held 7 shares of Casey's General Stores worth $2.77K as of Q4 2024.
  • Financial Gravity Companies left its Casey's General Stores share count unchanged in Q4 2024.
  • Casey's General Stores made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #726 holding.
  • Financial Gravity Companies first reported a position in Casey's General Stores in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Casey's General Stores position peaked at $4K in Q4 2018.
  • 703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.