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Avior Wealth Management’s Pathward Financial CASH Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-5
Closed -$252 – 2495
2024
Q1 		$252 Buy
+5
New +$254 ﹤0.01% 2784

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State Street
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VIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
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American Century Companies
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Goldman Sachs
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Avior Wealth Management's CASH Position: Q2 2024 in Review

Avior Wealth Management sold out of Pathward Financial (CASH) in Q2 2024, closing a stake of 5 shares — an estimated $252 sold.

Avior Wealth Management first reported a position in CASH in Q1 2024 and held it in 1 quarter. The position peaked at $252 in Q1 2024. 228 funds tracked by Wall St. Rank hold CASH as of Q2 2024.

  • Avior Wealth Management reported no remaining Pathward Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Pathward Financial shares in Q2 2024, an estimated $252.
  • Avior Wealth Management first reported a position in Pathward Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pathward Financial position peaked at $252 in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.