IA
CASI

IFP Advisors’s CASI Pharmaceuticals CASI Stock Holding History

IFP Advisors’s Portfolio CASI Stock Details CASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40
Closed -$144 – 3244
2024
Q1 		$144 Buy
+40
New +$215 ﹤0.01% 3044
2023
Q1 		– Sell
-9
Closed -$1K – 3521
2022
Q4 		$1K Hold
9
– – ﹤0.01% 4298
2022
Q3 		$1K Buy
+9
New +$29 ﹤0.01% 4518
2016
Q3 		– Sell
-3
Closed -$33 – 3913
2016
Q2 		$0 Buy
+3
New +$38 ﹤0.01% 3852
2016
Q1 		– Sell
-3
Closed – – 2499
2015
Q4 		$0 Buy
+3
New +$34 ﹤0.01% 3727

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WSC
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Renaissance Technologies
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Geode Capital Management
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HCM
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UBS Group
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ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return