Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWM
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
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close