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Impact Partnership Wealth’s Casey's General Stores CASY Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-553
Closed -$176K – 285
2024
Q1 		$176K Buy
+553
New +$162K 0.07% 194

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Impact Partnership Wealth's CASY Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Casey's General Stores (CASY) in Q2 2024, closing a stake of 553 shares — an estimated $176K sold.

Impact Partnership Wealth first reported a position in CASY in Q1 2024 and held it in 1 quarter. The position peaked at $176K in Q1 2024. 666 funds tracked by Wall St. Rank hold CASY as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Casey's General Stores position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 553 Casey's General Stores shares in Q2 2024, an estimated $176K.
  • Impact Partnership Wealth first reported a position in Casey's General Stores in Q1 2024 and held it in 1 quarter.
  • Impact Partnership Wealth's Casey's General Stores position peaked at $176K in Q1 2024.
  • 666 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.