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Wingate Wealth Advisors’s CASI Pharmaceuticals CASI Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-2
Closed -$6 – 146
2024
Q4 		$6 Buy
+2
New +$9 ﹤0.01% 476

Other funds holding CASI

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VA
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Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wingate Wealth Advisors's CASI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of CASI Pharmaceuticals (CASI) in Q1 2025, closing a stake of 2 shares — an estimated $6 sold.

Wingate Wealth Advisors first reported a position in CASI in Q4 2024 and held it in 1 quarter. The position peaked at $6 in Q4 2024. 23 funds tracked by Wall St. Rank hold CASI as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining CASI Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2 CASI Pharmaceuticals shares in Q1 2025, an estimated $6.
  • Wingate Wealth Advisors first reported a position in CASI Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's CASI Pharmaceuticals position peaked at $6 in Q4 2024.
  • 23 funds tracked by Wall St. Rank held CASI Pharmaceuticals as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.