WR Wealth Planners’s Casey's General Stores CASY Stock Holding History

WR Wealth Planners’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
2024 Q4	$115K	Buy	291 +17	+6%	+$6.85K	0.04%	211
2024 Q3	$103K	Buy	274 +266	+3,325%	+$99.5K	0.03%	261
2024 Q2	$3.05K	Sell	8 -2	-20%	-$667	﹤0.01%	798
2024 Q1	$3.19K	Buy	+10	New	+$2.92K	﹤0.01%	797
2023 Q4	–	Sell	-107	Closed	-$29.1K	–	276
2023 Q3	$29.1K	Hold	107	–	–	0.01%	385
2023 Q2	$26.1K	Hold	107	–	–	0.01%	395
2023 Q1	$23.2K	Hold	107	–	–	0.01%	409
2022 Q4	$24K	Hold	107	–	–	0.01%	205
2022 Q3	$21.7K	Hold	107	–	–	0.02%	200
2022 Q2	$19.8K	Hold	107	–	–	0.01%	229
2022 Q1	$21.2K	Buy	+107	New	+$20.1K	0.01%	226

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's CASY Position: Q4 2024 in Review

WR Wealth Planners increased its Casey's General Stores (CASY) stake by 6.2% in Q4 2024, buying an estimated $6.85K and bringing the position to 291 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #211.

WR Wealth Planners first reported a position in CASY in Q1 2022 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

WR Wealth Planners held 291 shares of Casey's General Stores worth $115K as of Q4 2024.
WR Wealth Planners bought 17 Casey's General Stores shares in Q4 2024, an estimated $6.85K.
Casey's General Stores made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #211 holding.
WR Wealth Planners first reported a position in Casey's General Stores in Q1 2022 and has held it in 11 quarters since.
704 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.