SFS
CASY icon

Sowell Financial Services’s Casey's General Stores CASY Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-697
Closed -$155K – 861
2021
Q1 		$155K Buy
697
+270
+63% +$54K 0.01% 1179
2020
Q4 		$76K Buy
427
+16
+4% +$2.9K ﹤0.01% 1257
2020
Q3 		$73K Sell
411
-15
-4% -$2.53K ﹤0.01% 1086
2020
Q2 		$64K Sell
426
-56
-12% -$8.44K ﹤0.01% 1100
2020
Q1 		$64K Buy
482
+177
+58% +$28.7K ﹤0.01% 969
2019
Q4 		$48K Buy
305
+207
+211% +$34.3K ﹤0.01% 1158
2019
Q3 		$16K Buy
+98
New +$16.1K ﹤0.01% 1358

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return