RIA Advisory Group’s Casey's General Stores CASY Stock Holding History

RIA Advisory Group’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	-654	Closed	-$259K	–	142
2024 Q4	$259K	Buy	654 +10	+2%	+$4.03K	0.09%	118
2024 Q3	$242K	Buy	+644	New	+$241K	0.09%	115
2024 Q1	$212K	Buy	+666	New	+$195K	0.09%	129
2023 Q4	–	Sell	-1,139	Closed	-$309K	–	128
2023 Q3	$309K	Buy	1,139 +49	+4%	+$12.4K	0.14%	80
2023 Q2	$266K	Buy	+1,090	New	+$247K	0.11%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

RIA Advisory Group's CASY Position: Q1 2025 in Review

RIA Advisory Group sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 654 shares — an estimated $259K sold.

RIA Advisory Group first reported a position in CASY in Q2 2023 and held it in 5 quarters. The position peaked at $309K in Q3 2023. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

RIA Advisory Group reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 654 Casey's General Stores shares in Q1 2025, an estimated $259K.
RIA Advisory Group first reported a position in Casey's General Stores in Q2 2023 and held it in 5 quarters.
RIA Advisory Group's Casey's General Stores position peaked at $309K in Q3 2023.
739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.