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WESPAC Advisors SoCal’s Casey's General Stores CASY Stock Holding History

WESPAC Advisors SoCal’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
-40
Closed -$5K – 116
2019
Q1 		$5K Hold
40
– – ﹤0.01% 281
2018
Q4 		$5K Buy
+40
New +$5.08K ﹤0.01% 281

Other funds holding CASY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WESPAC Advisors SoCal's CASY Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Casey's General Stores (CASY) in Q2 2019, closing a stake of 40 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in CASY in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 369 funds tracked by Wall St. Rank hold CASY as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Casey's General Stores position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 40 Casey's General Stores shares in Q2 2019, an estimated $5K.
  • WESPAC Advisors SoCal first reported a position in Casey's General Stores in Q4 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Casey's General Stores position peaked at $5K in Q1 2019.
  • 369 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.