Arden Trust’s Pathward Financial CASH Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-2,997	Closed	-$65K	–	383
2020 Q1	$65K	Buy	+2,997	New	+$98.8K	0.01%	443
2018 Q2	–	Sell	-6,378	Closed	-$232K	–	356
2018 Q1	$232K	Buy	+6,378	New	+$228K	0.04%	341
2017 Q1	–	Sell	-5,979	Closed	-$205K	–	345
2016 Q4	$205K	Buy	+5,979	New	+$167K	0.03%	324

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arden Trust's CASH Position: Q2 2020 in Review

Arden Trust sold out of Pathward Financial (CASH) in Q2 2020, closing a stake of 2,997 shares — an estimated $65K sold.

Arden Trust first reported a position in CASH in Q4 2016 and held it in 3 quarters. The position peaked at $232K in Q1 2018. 148 funds tracked by Wall St. Rank hold CASH as of Q2 2020.

Arden Trust reported no remaining Pathward Financial position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 2,997 Pathward Financial shares in Q2 2020, an estimated $65K.
Arden Trust first reported a position in Pathward Financial in Q4 2016 and held it in 3 quarters.
Arden Trust's Pathward Financial position peaked at $232K in Q1 2018.
148 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.