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Janiczek Wealth Management’s Casey's General Stores CASY Stock Holding History

Janiczek Wealth Management’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 		$63.7K Sell
167
-8
-5% -$2.67K 0.01% 358
2024
Q1 		$55.7K Buy
175
+8
+5% +$2.34K 0.01% 395
2023
Q4 		$45.9K Buy
167
+28
+20% +$7.66K 0.01% 399
2023
Q3 		$37.7K Buy
139
+13
+10% +$3.29K 0.01% 406
2023
Q2 		$30.7K Buy
126
+8
+7% +$1.81K 0.01% 389
2023
Q1 		$26.7K Sell
118
-1
-0.8% -$219 0.01% 402
2022
Q4 		$26.3K Buy
119
+1
+0.8% +$228 0.01% 409
2022
Q3 		$24K Hold
118
– – 0.01% 423
2022
Q2 		$24K Sell
118
-61
-34% -$12.3K 0.01% 442
2022
Q1 		$35K Buy
179
+36
+25% +$6.77K 0.01% 366
2021
Q4 		$28K Buy
143
+45
+46% +$8.7K 0.01% 425
2021
Q3 		$18K Sell
98
-20
-17% -$3.92K 0.01% 472
2021
Q2 		$23K Buy
118
+2
+2% +$431 0.01% 395
2021
Q1 		$25K Buy
116
+31
+36% +$6.2K 0.01% 355
2020
Q4 		$15K Buy
85
+61
+254% +$11.1K 0.01% 386
2020
Q3 		$4K Buy
24
+9
+60% +$1.52K ﹤0.01% 372
2020
Q2 		$2K Buy
+15
New +$2.26K ﹤0.01% 275

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

Janiczek Wealth Management's CASY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Casey's General Stores (CASY) stake by 4.6% in Q2 2024, selling an estimated $2.67K and leaving 167 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #358.

Janiczek Wealth Management first reported a position in CASY in Q2 2020 and has held it in 17 quarters since. 666 funds tracked by Wall St. Rank hold CASY as of Q2 2024.

  • Janiczek Wealth Management held 167 shares of Casey's General Stores worth $63.7K as of Q2 2024.
  • Janiczek Wealth Management sold 8 Casey's General Stores shares in Q2 2024, an estimated $2.67K.
  • Casey's General Stores made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #358 holding.
  • Janiczek Wealth Management first reported a position in Casey's General Stores in Q2 2020 and has held it in 17 quarters since.
  • 666 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.