TVWM
CASA

Tower View Wealth Management’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Tower View Wealth Management’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$1K – 203
2023
Q4 		$1K Hold
1,000
– – ﹤0.01% 179
2023
Q3 		$1K Buy
+1,000
New +$972 ﹤0.01% 175

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Tower View Wealth Management's CASA Position: Q1 2024 in Review

Tower View Wealth Management sold out of Casa Systems, Inc. Common Stock (CASA) in Q1 2024, closing a stake of 1,000 shares — an estimated $1K sold.

Tower View Wealth Management first reported a position in CASA in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 38 funds tracked by Wall St. Rank hold CASA as of Q1 2024.

  • Tower View Wealth Management reported no remaining Casa Systems, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 1,000 Casa Systems, Inc. Common Stock shares in Q1 2024, an estimated $1K.
  • Tower View Wealth Management first reported a position in Casa Systems, Inc. Common Stock in Q3 2023 and held it in 2 quarters.
  • Tower View Wealth Management's Casa Systems, Inc. Common Stock position peaked at $1K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q1 2024.

Based on Tower View Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.