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Beck Capital Management’s Pathward Financial CASH Stock Holding History

Beck Capital 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
2022
Q1 		– Sell
-3,943
Closed -$235K – 152
2021
Q4 		$235K Buy
+3,943
New +$236K 0.07% 133

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

Beck Capital Management's CASH Position: Q1 2022 in Review

Beck Capital Management sold out of Pathward Financial (CASH) in Q1 2022, closing a stake of 3,943 shares — an estimated $235K sold.

Beck Capital Management first reported a position in CASH in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 204 funds tracked by Wall St. Rank hold CASH as of Q1 2022.

  • Beck Capital Management reported no remaining Pathward Financial position as of Q1 2022 after selling out during the quarter.
  • Beck Capital Management sold 3,943 Pathward Financial shares in Q1 2022, an estimated $235K.
  • Beck Capital Management first reported a position in Pathward Financial in Q4 2021 and held it in 1 quarter.
  • Beck Capital Management's Pathward Financial position peaked at $235K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2022.

Based on Beck Capital Management's 13F filing for Q1 2022, filed 13 May 2022.