JPLA
CASI

Joseph P. Lucia & Associates’s CASI Pharmaceuticals CASI Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q2 		– Hold
0
– – – 447
2022
Q1 		– Hold
0
– – – 446
2021
Q4 		– Hold
0
– – – 187
2021
Q3 		– Hold
0
– – – 587
2021
Q2 		– Hold
0
– – – 577
2021
Q1 		– Hold
0
– – – 573
2020
Q4 		– Hold
0
– – – 484
2020
Q3 		– Hold
0
– – – 135
2020
Q2 		– Hold
0
– – – 475
2020
Q1 		– Hold
0
– – – 449
2019
Q4 		– Hold
0
– – – 448
2019
Q3 		– Hold
0
– – – 455
2019
Q2 		– Hold
0
– – – 448
2019
Q1 		– Hold
0
– – – 344

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WSCM
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WSC
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IC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return