WEST PACES ADVISORS INC. CASI β€” CASI PHARMACEUTICALS INC COM NEW

Ownership history in WEST PACES ADVISORS INC.  Β·  7 quarters on record

AI Ownership Summary

WEST PACES ADVISORS INC. reported CASI PHARMACEUTICALS INC COM NEW (CASI) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows CASI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CASI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEST PACES ADVISORS INC.'s position in CASI PHARMACEUTICALS INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CASI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEST PACES ADVISORS INC. held CASI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $17 2026-07-20 $0.11
2025 Q1 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $216 2025-04-15 $1.99
2024 Q4 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $283 2025-02-14 $2.50
2024 Q3 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $616 2024-10-15 $5.58
2024 Q2 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $550 2024-07-17 $6.28
2024 Q1 UNCHANGED β€” β€” β€” 100 β€” 0% 0.00% $361 2024-04-15 $2.50
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WEST PACES ADVISORS INC. and CASI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEST PACES ADVISORS INC. reported owning CASI?

WEST PACES ADVISORS INC. reported CASI across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CASI position in WEST PACES ADVISORS INC.'s portfolio?

The largest reported portfolio weight for CASI was 0.00% in 2024 Q3.

What is the latest reported CASI position on this page?

The most recent filing on this page is 2026 Q2, when WEST PACES ADVISORS INC. reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $17.

What does the chart on this CASI ownership page compare?

The chart compares WEST PACES ADVISORS INC.'s quarterly CASI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WEST PACES ADVISORS INC. Holdings