WANY
CASI

Wealthspire Advisors (New York)’s CASI Pharmaceuticals CASI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CASI Stock Details CASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$12K – 550
2021
Q3 		$12K Buy
+1,000
New +$13.5K ﹤0.01% 577

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WSCM
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s CASI Position: Q4 2021 in Review

Wealthspire Advisors (New York) sold out of CASI Pharmaceuticals (CASI) in Q4 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in CASI in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 51 funds tracked by Wall St. Rank hold CASI as of Q4 2021.

  • Wealthspire Advisors (New York) reported no remaining CASI Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,000 CASI Pharmaceuticals shares in Q4 2021, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in CASI Pharmaceuticals in Q3 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CASI Pharmaceuticals position peaked at $12K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held CASI Pharmaceuticals as of Q4 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.