Prime Capital Investment Advisors’s Casey's General Stores CASY Stock Holding History

Prime Capital Investment 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
2024 Q4	–	Sell	-4,823	Closed	-$1.81M	–	936
2024 Q3	$1.81M	Sell	4,823 -3,003	-38%	-$1.12M	0.03%	325
2024 Q2	$2.99M	Buy	7,826 +1,831	+31%	+$611K	0.04%	261
2024 Q1	$1.91M	Buy	+5,995	New	+$1.75M	0.03%	352
2021 Q2	–	Sell	-371	Closed	-$80K	–	400
2021 Q1	$80K	Hold	371	–	–	0.01%	296
2020 Q4	$66K	Sell	371 -804	-68%	-$146K	0.01%	305
2020 Q3	$209K	Sell	1,175 -32	-3%	-$5.41K	0.02%	238
2020 Q2	$180K	Hold	1,207	–	–	0.02%	236
2020 Q1	$160K	Hold	1,207	–	–	0.02%	206
2019 Q4	$192K	Buy	1,207 +267	+28%	+$44.2K	0.02%	195
2019 Q3	$151K	Hold	940	–	–	0.02%	215
2019 Q2	$147K	Hold	940	–	–	0.03%	180
2019 Q1	$121K	Hold	940	–	–	0.04%	147
2018 Q4	$120K	Hold	940	–	–	0.04%	130
2018 Q3	$121K	Hold	940	–	–	0.04%	150
2018 Q2	$99K	Hold	940	–	–	0.04%	161
2018 Q1	$103K	Hold	940	–	–	0.07%	132
2017 Q4	$105K	Buy	+940	New	+$108K	0.08%	127

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prime Capital Investment Advisors's CASY Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of Casey's General Stores (CASY) in Q4 2024, closing a stake of 4,823 shares — an estimated $1.81M sold.

Prime Capital Investment Advisors first reported a position in CASY in Q4 2017 and held it in 17 quarters. The position peaked at $2.99M in Q2 2024. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

Prime Capital Investment Advisors reported no remaining Casey's General Stores position as of Q4 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 4,823 Casey's General Stores shares in Q4 2024, an estimated $1.81M.
Prime Capital Investment Advisors first reported a position in Casey's General Stores in Q4 2017 and held it in 17 quarters.
Prime Capital Investment Advisors's Casey's General Stores position peaked at $2.99M in Q2 2024.
703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.