Boston Partners’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,392
Closed -$827K 721
2024
Q1
$827K Buy
+16,392
New +$832K ﹤0.01% 605

Other funds holding CASH

Boston Partners's CASH Position: Q2 2024 in Review

Boston Partners sold out of Pathward Financial (CASH) in Q2 2024, closing a stake of 16,392 shares — an estimated $827K sold.

Boston Partners first reported a position in CASH in Q1 2024 and held it in 1 quarter. The position peaked at $827K in Q1 2024. 227 funds tracked by Wall St. Rank hold CASH as of Q2 2024.

  • Boston Partners reported no remaining Pathward Financial position as of Q2 2024 after selling out during the quarter.
  • Boston Partners sold 16,392 Pathward Financial shares in Q2 2024, an estimated $827K.
  • Boston Partners first reported a position in Pathward Financial in Q1 2024 and held it in 1 quarter.
  • Boston Partners's Pathward Financial position peaked at $827K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2024.

Based on Boston Partners's 13F filing for Q2 2024, filed 14 Aug 2024.