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American Portfolios Advisors’s Pathward Financial CASH Stock Holding History

American Portfolios Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6.99K Hold
212
– – ﹤0.01% 2672
2022
Q2 		$8.2K Buy
+212
New +$9.04K ﹤0.01% 2646
2020
Q4 		– Sell
-6
Closed -$115 – 2997
2020
Q3 		$115 Buy
+6
New +$113 ﹤0.01% 2913

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

American Portfolios Advisors's CASH Position: Q3 2022 in Review

American Portfolios Advisors held its Pathward Financial (CASH) position steady in Q3 2022 at 212 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

American Portfolios Advisors first reported a position in CASH in Q3 2020 and has held it in 3 quarters since. The position peaked at $8.2K in Q2 2022. 185 funds tracked by Wall St. Rank hold CASH as of Q3 2022.

  • American Portfolios Advisors held 212 shares of Pathward Financial worth $6.99K as of Q3 2022.
  • American Portfolios Advisors left its Pathward Financial share count unchanged in Q3 2022.
  • Pathward Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2672 holding.
  • American Portfolios Advisors first reported a position in Pathward Financial in Q3 2020 and has held it in 3 quarters since.
  • American Portfolios Advisors's Pathward Financial position peaked at $8.2K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.