Heritage Wealth Management (Arizona)’s Casey's General Stores CASY Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$12.6K	Buy	56 +28	+100%	+$6.38K	﹤0.01%	741
2022 Q3	$6K	Hold	28	–	–	﹤0.01%	727
2022 Q2	$5.18K	Hold	28	–	–	﹤0.01%	764
2022 Q1	$6K	Buy	+28	New	+$5.27K	﹤0.01%	771
2021 Q3	$5K	Hold	28	–	–	﹤0.01%	721
2021 Q2	$5K	Hold	28	–	–	﹤0.01%	737
2021 Q1	$6K	Buy	+28	New	+$5.6K	﹤0.01%	623

Other funds holding CASY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CASY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Casey's General Stores (CASY) stake by 100% in Q4 2022, buying an estimated $6.38K and bringing the position to 56 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Heritage Wealth Management (Arizona) first reported a position in CASY in Q1 2021 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold CASY as of Q4 2022.

Heritage Wealth Management (Arizona) held 56 shares of Casey's General Stores worth $12.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 28 Casey's General Stores shares in Q4 2022, an estimated $6.38K.
Casey's General Stores made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #741 holding.
Heritage Wealth Management (Arizona) first reported a position in Casey's General Stores in Q1 2021 and has held it in 7 quarters since.
492 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.