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

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$1.35K	–	927
2022 Q4	$1.35K	Hold	6	–	–	﹤0.01%	1259
2022 Q3	$1.22K	Hold	6	–	–	﹤0.01%	1246
2022 Q2	$1.11K	Hold	6	–	–	﹤0.01%	1255
2022 Q1	$1.19K	Buy	6 +2	+50%	+$376	﹤0.01%	1295
2021 Q4	$789	Buy	+4	New	+$773	﹤0.01%	1391

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

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

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

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Sutton Wealth Advisors's CASY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Casey's General Stores (CASY) in Q1 2023, closing a stake of 6 shares — an estimated $1.35K sold.

Sutton Wealth Advisors first reported a position in CASY in Q4 2021 and held it in 5 quarters. The position peaked at $1.35K in Q4 2022. 482 funds tracked by Wall St. Rank hold CASY as of Q1 2023.

Sutton Wealth Advisors reported no remaining Casey's General Stores position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Casey's General Stores shares in Q1 2023, an estimated $1.35K.
Sutton Wealth Advisors first reported a position in Casey's General Stores in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's Casey's General Stores position peaked at $1.35K in Q4 2022.
482 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.