Wealthcare Advisory Partners’s Casey's General Stores CASY Stock Holding History

Wealthcare Advisory 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 Q3	–	Sell	-952	Closed	-$363K	–	881
2024 Q2	$363K	Buy	+952	New	+$318K	0.01%	617
2023 Q4	–	Sell	-817	Closed	-$222K	–	746
2023 Q3	$222K	Buy	+817	New	+$207K	0.01%	628
2021 Q2	–	Sell	-280	Closed	-$61K	–	743
2021 Q1	$61K	Buy	+280	New	+$56K	﹤0.01%	815
2020 Q2	–	Sell	-195	Closed	-$26K	–	457
2020 Q1	$26K	Buy	195 +1	+0.5%	+$162	﹤0.01%	655
2019 Q4	$31K	Buy	194 +104	+116%	+$17.2K	﹤0.01%	647
2019 Q3	$15K	Hold	90	–	–	﹤0.01%	820
2019 Q2	$14K	Hold	90	–	–	﹤0.01%	811
2019 Q1	$12K	Hold	90	–	–	﹤0.01%	768
2018 Q4	$12K	Hold	90	–	–	﹤0.01%	743
2018 Q3	$12K	Buy	90 +1	+1%	+$115	﹤0.01%	793
2018 Q2	$9K	Hold	89	–	–	﹤0.01%	854
2018 Q1	$10K	Hold	89	–	–	﹤0.01%	722
2017 Q4	$10K	Buy	89 +79	+790%	+$9.04K	﹤0.01%	669
2017 Q3	$1K	Buy	+10	New	+$1.06K	﹤0.01%	800

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthcare Advisory Partners's CASY Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of Casey's General Stores (CASY) in Q3 2024, closing a stake of 952 shares — an estimated $363K sold.

Wealthcare Advisory Partners first reported a position in CASY in Q3 2017 and held it in 14 quarters. The position peaked at $363K in Q2 2024. 677 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

Wealthcare Advisory Partners reported no remaining Casey's General Stores position as of Q3 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 952 Casey's General Stores shares in Q3 2024, an estimated $363K.
Wealthcare Advisory Partners first reported a position in Casey's General Stores in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Casey's General Stores position peaked at $363K in Q2 2024.
677 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.