Nisa Investment Advisors
CASA

Nisa Investment Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Nisa Investment Advisors’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,200
Closed -$2K – 2891
2023
Q1 		$2K Hold
1,200
– – ﹤0.01% 2337
2022
Q4 		$3K Hold
1,200
– – ﹤0.01% 2354
2022
Q3 		$4K Hold
1,200
– – ﹤0.01% 2327
2022
Q2 		$5K Hold
1,200
– – ﹤0.01% 2277
2022
Q1 		$5K Sell
1,200
-490
-29% -$2.23K ﹤0.01% 2317
2021
Q4 		$7K Hold
1,690
– – ﹤0.01% 2071
2021
Q3 		$11 Hold
1,690
– – ﹤0.01% 2195
2021
Q2 		$15 Sell
1,690
-25,000
-94% -$222K ﹤0.01% 2179
2021
Q1 		$254 Sell
26,690
-600
-2% -$5.07K ﹤0.01% 1405
2020
Q4 		$168K Buy
27,290
+400
+1% +$2.11K ﹤0.01% 1543
2020
Q3 		$108K Sell
26,890
-510
-2% -$2.39K ﹤0.01% 1519
2020
Q2 		$114K Buy
27,400
+1,600
+6% +$6.76K ﹤0.01% 1413
2020
Q1 		$90K Buy
25,800
+25,600
+12,800% +$92.7K ﹤0.01% 1402
2019
Q4 		$1K Hold
200
– – ﹤0.01% 2006
2019
Q3 		$2K Hold
200
– – ﹤0.01% 1988
2019
Q2 		$1K Hold
200
– – ﹤0.01% 2012
2019
Q1 		$2K Hold
200
– – ﹤0.01% 1998
2018
Q4 		$3K Hold
200
– – ﹤0.01% 1889
2018
Q3 		$3K Buy
+200
New +$3.04K ﹤0.01% 1939

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nisa Investment Advisors's CASA Position: Q2 2023 in Review

Nisa Investment Advisors sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2023, closing a stake of 1,200 shares — an estimated $2K sold.

Nisa Investment Advisors first reported a position in CASA in Q3 2018 and held it in 19 quarters. The position peaked at $168K in Q4 2020. 52 funds tracked by Wall St. Rank hold CASA as of Q2 2023.

  • Nisa Investment Advisors reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 1,200 Casa Systems, Inc. Common Stock shares in Q2 2023, an estimated $2K.
  • Nisa Investment Advisors first reported a position in Casa Systems, Inc. Common Stock in Q3 2018 and held it in 19 quarters.
  • Nisa Investment Advisors's Casa Systems, Inc. Common Stock position peaked at $168K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2023.

Based on Nisa Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.