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

Garrett Wealth 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
2019
Q4 		– Sell
-14
Closed -$2.26K – 140
2019
Q3 		$2.26K Buy
+14
New +$2.31K ﹤0.01% 519

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Garrett Wealth Advisory Group's CASY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Casey's General Stores (CASY) in Q4 2019, closing a stake of 14 shares — an estimated $2.26K sold.

Garrett Wealth Advisory Group first reported a position in CASY in Q3 2019 and held it in 1 quarter. The position peaked at $2.26K in Q3 2019. 379 funds tracked by Wall St. Rank hold CASY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Casey's General Stores position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 14 Casey's General Stores shares in Q4 2019, an estimated $2.26K.
  • Garrett Wealth Advisory Group first reported a position in Casey's General Stores in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Casey's General Stores position peaked at $2.26K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.