FORA Capital’s Pathward Financial CASH Stock Holding History

FORA Capital’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
2020 Q1	–	Sell	-1,812	Closed	-$66K	–	1061
2019 Q4	$66K	Buy	+1,812	New	+$61.7K	0.01%	848

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

FORA Capital's CASH Position: Q1 2020 in Review

FORA Capital sold out of Pathward Financial (CASH) in Q1 2020, closing a stake of 1,812 shares — an estimated $66K sold.

FORA Capital first reported a position in CASH in Q4 2019 and held it in 1 quarter. The position peaked at $66K in Q4 2019. 154 funds tracked by Wall St. Rank hold CASH as of Q1 2020.

FORA Capital reported no remaining Pathward Financial position as of Q1 2020 after selling out during the quarter.
FORA Capital sold 1,812 Pathward Financial shares in Q1 2020, an estimated $66K.
FORA Capital first reported a position in Pathward Financial in Q4 2019 and held it in 1 quarter.
FORA Capital's Pathward Financial position peaked at $66K in Q4 2019.
154 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2020.

Based on FORA Capital's 13F filing for Q1 2020, filed 15 May 2020.