High Net Worth Advisory Group’s Casey's General Stores CASY Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-35	Closed	-$7.85K	–	250
2022 Q4	$7.85K	Hold	35	–	–	﹤0.01%	521
2022 Q3	$7K	Hold	35	–	–	﹤0.01%	566
2022 Q2	$6K	Hold	35	–	–	﹤0.01%	567
2022 Q1	$7K	Hold	35	–	–	﹤0.01%	561
2021 Q4	$7K	Buy	+35	New	+$6.77K	﹤0.01%	570

Other funds holding CASY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Net Worth Advisory Group's CASY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Casey's General Stores (CASY) in Q1 2023, closing a stake of 35 shares — an estimated $7.85K sold.

High Net Worth Advisory Group first reported a position in CASY in Q4 2021 and held it in 5 quarters. The position peaked at $7.85K in Q4 2022. 482 funds tracked by Wall St. Rank hold CASY as of Q1 2023.

High Net Worth Advisory Group reported no remaining Casey's General Stores position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 35 Casey's General Stores shares in Q1 2023, an estimated $7.85K.
High Net Worth Advisory Group first reported a position in Casey's General Stores in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Casey's General Stores position peaked at $7.85K in Q4 2022.
482 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.