IWM
CASI

IHT Wealth Management’s CASI Pharmaceuticals CASI Stock Holding History

IHT Wealth Management’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
2020
Q3 		– Sell
-2,600
Closed -$65K – 664
2020
Q2 		$65K Buy
2,600
+200
+8% +$4.35K 0.01% 568
2020
Q1 		$49K Sell
2,400
-600
-20% -$14.3K 0.01% 534
2019
Q4 		$93K Hold
3,000
– – 0.01% 598
2019
Q3 		$100K Hold
3,000
– – 0.01% 585
2019
Q2 		$96K Buy
3,000
+127
+4% +$4.05K 0.01% 523
2019
Q1 		$82K Buy
2,873
+500
+21% +$17.4K 0.01% 493
2018
Q4 		$95K Buy
2,373
+1,300
+121% +$49.2K 0.02% 453
2018
Q3 		$50K Buy
+1,073
New +$74.9K 0.01% 420
2018
Q2 		– Sell
-700
Closed -$30K – 555
2018
Q1 		$30K Hold
700
– – 0.01% 841
2017
Q4 		$25K Buy
+700
New +$19K 0.01% 914

Other funds holding CASI

IACGFIA
IDG-Accel China Growth Fund III Associates Hong Kong $31.2M AUM 2.97% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 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
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return