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Lighthouse Financial Advisors’s Casey's General Stores CASY Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-20
Closed -$3K – 98
2019
Q4 		$3K Buy
+20
New +$3.31K ﹤0.01% 227

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BlackRock
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PRO
Pensioenfonds Rail & OV Utrecht, Netherlands $1.44B AUM 23.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lighthouse Financial Advisors's CASY Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Casey's General Stores (CASY) in Q1 2020, closing a stake of 20 shares — an estimated $3K sold.

Lighthouse Financial Advisors first reported a position in CASY in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 368 funds tracked by Wall St. Rank hold CASY as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Casey's General Stores position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 20 Casey's General Stores shares in Q1 2020, an estimated $3K.
  • Lighthouse Financial Advisors first reported a position in Casey's General Stores in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Casey's General Stores position peaked at $3K in Q4 2019.
  • 368 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.