Wealthcare Advisory Partners’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,100	Closed	-$10K	–	1981
2021 Q1	$10K	Buy	+1,100	New	+$9.3K	﹤0.01%	1464
2018 Q2	–	Sell	-300	Closed	–	–	1334
2018 Q1	$0	Buy	+300	New	+$6.74K	﹤0.01%	1271

Other funds holding CASA

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wealthcare Advisory Partners's CASA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2021, closing a stake of 1,100 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in CASA in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 102 funds tracked by Wall St. Rank hold CASA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,100 Casa Systems, Inc. Common Stock shares in Q2 2021, an estimated $10K.
Wealthcare Advisory Partners first reported a position in Casa Systems, Inc. Common Stock in Q1 2018 and held it in 2 quarters.
Wealthcare Advisory Partners's Casa Systems, Inc. Common Stock position peaked at $10K in Q1 2021.
102 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.