Wipfli Financial Advisors’s Casey's General Stores CASY Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$120K	Buy	+594	New	+$123K	0.01%	645

Other funds holding CASY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Casey's General Stores (CASY) in Q3 2022: 594 shares worth $120K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

435 funds tracked by Wall St. Rank hold CASY as of Q3 2022.

Wipfli Financial Advisors held 594 shares of Casey's General Stores worth $120K as of Q3 2022.
Casey's General Stores was a new Wipfli Financial Advisors position in Q3 2022.
Casey's General Stores made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #645 holding.
435 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2022.

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