TFO Wealth Partners’s Casey's General Stores CASY Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-2	Closed	-$637	–	172
2024 Q1	$637	Sell	2 -1	-33%	-$292	﹤0.01%	219
2023 Q4	$824	Hold	3	–	–	﹤0.01%	233
2023 Q3	$732	Buy	3 +1	+50%	+$253	﹤0.01%	353
2023 Q2	$488	Hold	2	–	–	﹤0.01%	288
2023 Q1	$433	Buy	2 +1	+100%	+$219	﹤0.01%	278
2022 Q4	$79	Buy	+1	New	+$228	﹤0.01%	816

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TFO Wealth Partners's CASY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Casey's General Stores (CASY) in Q2 2024, closing a stake of 2 shares — an estimated $637 sold.

TFO Wealth Partners first reported a position in CASY in Q4 2022 and held it in 6 quarters. The position peaked at $824 in Q4 2023. 666 funds tracked by Wall St. Rank hold CASY as of Q2 2024.

TFO Wealth Partners reported no remaining Casey's General Stores position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Casey's General Stores shares in Q2 2024, an estimated $637.
TFO Wealth Partners first reported a position in Casey's General Stores in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Casey's General Stores position peaked at $824 in Q4 2023.
666 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.