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Cresset Asset Management’s Pathward Financial CASH Stock Holding History

Cresset Asset 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
2019
Q1 		– Sell
-24
Closed – – 1995
2018
Q4 		$0 Buy
+24
New +$560 ﹤0.01% 1703

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CWM
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PFP
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ACM
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SCP
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State Street
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Cresset Asset Management's CASH Position: Q1 2019 in Review

Cresset Asset Management sold out of Pathward Financial (CASH) in Q1 2019, closing a stake of 24 shares.

Cresset Asset Management first reported a position in CASH in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 152 funds tracked by Wall St. Rank hold CASH as of Q1 2019.

  • Cresset Asset Management reported no remaining Pathward Financial position as of Q1 2019 after selling out during the quarter.
  • Cresset Asset Management sold 24 Pathward Financial shares in Q1 2019.
  • Cresset Asset Management first reported a position in Pathward Financial in Q4 2018 and held it in 1 quarter.
  • Cresset Asset Management's Pathward Financial position peaked at $0 in Q4 2018.
  • 152 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2019.

Based on Cresset Asset Management's 13F filing for Q1 2019, filed 15 May 2019.