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Avantax Planning Partners’s Pathward Financial CASH Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-18
Closed -$1K – 422
2018
Q1 		$1K Buy
+18
New +$643 ﹤0.01% 1680

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Avantax Planning Partners's CASH Position: Q2 2018 in Review

Avantax Planning Partners sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CASH in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 18 Pathward Financial shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Pathward Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Pathward Financial position peaked at $1K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.