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Capital Performance Advisors’s Pathward Financial CASH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-30
Closed -$1.98K – 580
2024
Q3 		$1.98K Buy
+30
New +$1.93K ﹤0.01% 1569

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's CASH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pathward Financial (CASH) in Q4 2024, closing a stake of 30 shares — an estimated $1.98K sold.

Capital Performance Advisors first reported a position in CASH in Q3 2024 and held it in 1 quarter. The position peaked at $1.98K in Q3 2024. 245 funds tracked by Wall St. Rank hold CASH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pathward Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 30 Pathward Financial shares in Q4 2024, an estimated $1.98K.
  • Capital Performance Advisors first reported a position in Pathward Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pathward Financial position peaked at $1.98K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.