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

MinichMacGregor 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
2023 Q1	–	Sell	-340	Closed	-$76.3K	–	172
2022 Q4	$76.3K	Buy	+340	New	+$77.4K	0.03%	142
2018 Q4	–	Sell	-340	Closed	-$43K	–	159
2018 Q3	$43K	Hold	340	–	–	0.03%	131
2018 Q2	$35K	Hold	340	–	–	0.02%	140
2018 Q1	$37K	Hold	340	–	–	0.03%	134
2017 Q4	$38K	Hold	340	–	–	0.03%	128
2017 Q3	$37K	Hold	340	–	–	0.03%	126
2017 Q2	$36K	Hold	340	–	–	0.03%	119
2017 Q1	$38K	Hold	340	–	–	0.03%	119
2016 Q4	$40K	Hold	340	–	–	0.04%	120
2016 Q3	$40K	Hold	340	–	–	0.04%	130
2016 Q2	$44K	Hold	340	–	–	0.04%	113
2016 Q1	$38K	Hold	340	–	–	0.04%	126
2015 Q4	$29K	Buy	+340	New	+$38.8K	0.03%	140

Other funds holding CASY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAM

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MinichMacGregor Wealth Management's CASY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Casey's General Stores (CASY) in Q1 2023, closing a stake of 340 shares — an estimated $76.3K sold.

MinichMacGregor Wealth Management first reported a position in CASY in Q4 2015 and held it in 13 quarters. The position peaked at $76.3K in Q4 2022. 482 funds tracked by Wall St. Rank hold CASY as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Casey's General Stores position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 340 Casey's General Stores shares in Q1 2023, an estimated $76.3K.
MinichMacGregor Wealth Management first reported a position in Casey's General Stores in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Casey's General Stores position peaked at $76.3K in Q4 2022.
482 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.