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Fortitude Advisory Group’s Casey's General Stores CASY Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-85
Closed -$17K – 372
2022
Q1 		$17K Hold
85
– – 0.01% 876
2021
Q4 		$17K Buy
+85
New +$16.4K 0.01% 881

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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

Fortitude Advisory Group's CASY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Casey's General Stores (CASY) in Q2 2022, closing a stake of 85 shares — an estimated $17K sold.

Fortitude Advisory Group first reported a position in CASY in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 420 funds tracked by Wall St. Rank hold CASY as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Casey's General Stores position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 85 Casey's General Stores shares in Q2 2022, an estimated $17K.
  • Fortitude Advisory Group first reported a position in Casey's General Stores in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Casey's General Stores position peaked at $17K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.