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Garrett Wealth Advisory Group’s Pathward Financial CASH Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-47
Closed -$1.53K – 139
2019
Q3 		$1.53K Buy
+47
New +$1.42K ﹤0.01% 622

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Garrett Wealth Advisory Group's CASH Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Pathward Financial (CASH) in Q4 2019, closing a stake of 47 shares — an estimated $1.53K sold.

Garrett Wealth Advisory Group first reported a position in CASH in Q3 2019 and held it in 1 quarter. The position peaked at $1.53K in Q3 2019. 168 funds tracked by Wall St. Rank hold CASH as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Pathward Financial position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 47 Pathward Financial shares in Q4 2019, an estimated $1.53K.
  • Garrett Wealth Advisory Group first reported a position in Pathward Financial in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Pathward Financial position peaked at $1.53K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.