IA
CASA

IFP Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History

IFP Advisors’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-350
Closed -$7K – 4558
2022
Q4 		$7K Hold
350
– – ﹤0.01% 3651
2022
Q3 		$7K Hold
350
– – ﹤0.01% 3896
2022
Q2 		$7K Hold
350
– – ﹤0.01% 3643
2022
Q1 		$7K Buy
+350
New +$1.59K ﹤0.01% 3642
2019
Q1 		$3K Buy
336
+192
+133% +$2.13K ﹤0.01% 2040
2018
Q4 		$2K Hold
144
– – ﹤0.01% 3218
2018
Q3 		$2K Buy
144
+36
+33% +$547 ﹤0.01% 3603
2018
Q2 		$2K Buy
+108
New +$2.46K ﹤0.01% 3649

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's CASA Position: Q1 2023 in Review

IFP Advisors sold out of Casa Systems, Inc. Common Stock (CASA) in Q1 2023, closing a stake of 350 shares — an estimated $7K sold.

IFP Advisors first reported a position in CASA in Q2 2018 and held it in 8 quarters. The position peaked at $7K in Q4 2022. 76 funds tracked by Wall St. Rank hold CASA as of Q1 2023.

  • IFP Advisors reported no remaining Casa Systems, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 350 Casa Systems, Inc. Common Stock shares in Q1 2023, an estimated $7K.
  • IFP Advisors first reported a position in Casa Systems, Inc. Common Stock in Q2 2018 and held it in 8 quarters.
  • IFP Advisors's Casa Systems, Inc. Common Stock position peaked at $7K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.