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WealthShield Partners’s Casey's General Stores CASY Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-24
Closed -$5K – 817
2021
Q1 		$5K Buy
+24
New +$4.8K ﹤0.01% 947

Other funds holding CASY

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BlackRock
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WealthShield Partners's CASY Position: Q2 2021 in Review

WealthShield Partners sold out of Casey's General Stores (CASY) in Q2 2021, closing a stake of 24 shares — an estimated $5K sold.

WealthShield Partners first reported a position in CASY in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 412 funds tracked by Wall St. Rank hold CASY as of Q2 2021.

  • WealthShield Partners reported no remaining Casey's General Stores position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 24 Casey's General Stores shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Casey's General Stores in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Casey's General Stores position peaked at $5K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.