CAS
CASH icon

Coppell Advisory Solutions’s Pathward Financial CASH Stock Holding History

Coppell Advisory Solutions’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
-133
Closed -$8.67K – 1996
2024
Q3 		$8.67K Hold
133
– – ﹤0.01% 1127
2024
Q2 		$7.52K Buy
+133
New +$7K ﹤0.01% 1096
2023
Q4 		$7.04K Hold
133
– – ﹤0.01% 1026
2023
Q3 		$5.73K Hold
133
– – ﹤0.01% 696
2023
Q2 		$6.19K Buy
+133
New +$5.97K ﹤0.01% 808
2023
Q1 		– Sell
-133
Closed -$5.73K – 334
2022
Q4 		$5.73K Buy
+133
New +$5.46K ﹤0.01% 700

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's CASH Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Pathward Financial (CASH) in Q4 2024, closing a stake of 133 shares — an estimated $8.67K sold.

Coppell Advisory Solutions first reported a position in CASH in Q4 2022 and held it in 6 quarters. The position peaked at $8.67K in Q3 2024. 245 funds tracked by Wall St. Rank hold CASH as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Pathward Financial position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 133 Pathward Financial shares in Q4 2024, an estimated $8.67K.
  • Coppell Advisory Solutions first reported a position in Pathward Financial in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Pathward Financial position peaked at $8.67K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.