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
2018
Q3 		– Hold
0
– – – 3838
2018
Q2 		– Hold
0
– – – 3887
2018
Q1 		– Hold
0
– – – 3749
2017
Q4 		– Hold
0
– – – 3829
2017
Q3 		– Hold
0
– – – 4079
2017
Q2 		– Hold
0
– – – 4084
2017
Q1 		– Hold
0
– – – 4001
2016
Q4 		– Hold
0
– – – 3985
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

Other funds holding CASI

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's CASI Position: Q2 2024 in Review

IFP Advisors sold out of CASI Pharmaceuticals (CASI) in Q2 2024, closing a stake of 40 shares — an estimated $144 sold.

IFP Advisors first reported a position in CASI in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 23 funds tracked by Wall St. Rank hold CASI as of Q2 2024.

  • IFP Advisors reported no remaining CASI Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 40 CASI Pharmaceuticals shares in Q2 2024, an estimated $144.
  • IFP Advisors first reported a position in CASI Pharmaceuticals in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's CASI Pharmaceuticals position peaked at $1K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held CASI Pharmaceuticals as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.