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New Wave Wealth Advisors’s Casey's General Stores CASY Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-20
Closed -$7.92K – 210
2024
Q4 		$7.92K Buy
+20
New +$8.06K ﹤0.01% 377

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's CASY Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 20 shares — an estimated $7.92K sold.

New Wave Wealth Advisors first reported a position in CASY in Q4 2024 and held it in 1 quarter. The position peaked at $7.92K in Q4 2024. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 20 Casey's General Stores shares in Q1 2025, an estimated $7.92K.
  • New Wave Wealth Advisors first reported a position in Casey's General Stores in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Casey's General Stores position peaked at $7.92K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.