WFA
CASA

Wipfli Financial Advisors’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Wipfli Financial Advisors’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$313K Buy
+100,000
New +$395K 0.02% 317
2022
Q2 		– Sell
-50,000
Closed -$226K – 104
2022
Q1 		$226K Buy
+50,000
New +$228K 0.02% 91

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wipfli Financial Advisors's CASA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Casa Systems, Inc. Common Stock (CASA) in Q3 2022: 100,000 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in CASA as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in CASA in Q1 2022 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold CASA as of Q3 2022.

  • Wipfli Financial Advisors held 100,000 shares of Casa Systems, Inc. Common Stock worth $313K as of Q3 2022.
  • Casa Systems, Inc. Common Stock was a new Wipfli Financial Advisors position in Q3 2022.
  • Casa Systems, Inc. Common Stock made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #317 holding.
  • Wipfli Financial Advisors first reported a position in Casa Systems, Inc. Common Stock in Q1 2022 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.