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Berman Capital Advisors’s Pathward Financial CASH Stock Holding History

Berman Capital 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
2021
Q3 		$1K Hold
30
– – ﹤0.01% 1823
2021
Q2 		$1K Buy
+30
New +$1.49K ﹤0.01% 1703

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Berman Capital Advisors's CASH Position: Q3 2021 in Review

Berman Capital Advisors held its Pathward Financial (CASH) position steady in Q3 2021 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Berman Capital Advisors first reported a position in CASH in Q2 2021 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold CASH as of Q3 2021.

  • Berman Capital Advisors held 30 shares of Pathward Financial worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Pathward Financial share count unchanged in Q3 2021.
  • Pathward Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1823 holding.
  • Berman Capital Advisors first reported a position in Pathward Financial in Q2 2021 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.