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

Lake Point 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
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	310
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	318
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	328
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	312
2021 Q2	$2K	Buy	+10	New	+$2.15K	﹤0.01%	325
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	305
2019 Q4	$2K	Buy	+10	New	+$1.66K	﹤0.01%	474
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	522
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	522
2018 Q4	$1K	Buy	+10	New	+$1.27K	﹤0.01%	742

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Lake Point Wealth Management's CASY Position: Q2 2022 in Review

Lake Point Wealth Management held its Casey's General Stores (CASY) position steady in Q2 2022 at 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Lake Point Wealth Management first reported a position in CASY in Q4 2018 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold CASY as of Q2 2022.

Lake Point Wealth Management held 10 shares of Casey's General Stores worth $2K as of Q2 2022.
Lake Point Wealth Management left its Casey's General Stores share count unchanged in Q2 2022.
Casey's General Stores made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #310 holding.
Lake Point Wealth Management first reported a position in Casey's General Stores in Q4 2018 and has held it in 10 quarters since.
420 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.