Wealthspire Advisors (Maryland)’s Casey's General Stores CASY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-17	Closed	-$2K	–	702
2019 Q1	$2K	Sell	17 -1	-6%	-$131	﹤0.01%	2127
2018 Q4	$2K	Sell	18 -4	-18%	-$508	﹤0.01%	2062
2018 Q3	$3K	Buy	22 +5	+29%	+$575	﹤0.01%	2007
2018 Q2	$2K	Sell	17 -6	-26%	-$607	﹤0.01%	2124
2018 Q1	$3K	Buy	23 +6	+35%	+$694	﹤0.01%	1997
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	2096
2017 Q3	$2K	Sell	17 -2	-11%	-$213	﹤0.01%	1961
2017 Q2	$2K	Buy	19 +7	+58%	+$781	﹤0.01%	1967
2017 Q1	$1K	Buy	12 +7	+140%	+$802	﹤0.01%	1775
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	1625
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	1624
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	1591
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	1629
2015 Q4	$1K	Buy	+5	New	+$571	﹤0.01%	1600

Other funds holding CASY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CASY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Casey's General Stores (CASY) in Q2 2019, closing a stake of 17 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CASY in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q3 2018. 369 funds tracked by Wall St. Rank hold CASY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Casey's General Stores position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 17 Casey's General Stores shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Casey's General Stores in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Casey's General Stores position peaked at $3K in Q3 2018.
369 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.