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IronBridge Private Wealth’s Casey's General Stores CASY Stock Holding History

IronBridge Private 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
2021
Q1 		– Sell
-56
Closed -$10K – 271
2020
Q4 		$10K Buy
+56
New +$10.2K 0.01% 141

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IronBridge Private Wealth's CASY Position: Q1 2021 in Review

IronBridge Private Wealth sold out of Casey's General Stores (CASY) in Q1 2021, closing a stake of 56 shares — an estimated $10K sold.

IronBridge Private Wealth first reported a position in CASY in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 421 funds tracked by Wall St. Rank hold CASY as of Q1 2021.

  • IronBridge Private Wealth reported no remaining Casey's General Stores position as of Q1 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 56 Casey's General Stores shares in Q1 2021, an estimated $10K.
  • IronBridge Private Wealth first reported a position in Casey's General Stores in Q4 2020 and held it in 1 quarter.
  • IronBridge Private Wealth's Casey's General Stores position peaked at $10K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2021.

Based on IronBridge Private Wealth's 13F filing for Q1 2021, filed 21 Jun 2021.