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Gradient Investments’s Pathward Financial CASH Stock Holding History

Gradient Investments’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
2022
Q3 		– Sell
-405
Closed -$16K – 1359
2022
Q2 		$16K Buy
+405
New +$17.3K ﹤0.01% 681

Other funds holding CASH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Gradient Investments's CASH Position: Q3 2022 in Review

Gradient Investments sold out of Pathward Financial (CASH) in Q3 2022, closing a stake of 405 shares — an estimated $16K sold.

Gradient Investments first reported a position in CASH in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 185 funds tracked by Wall St. Rank hold CASH as of Q3 2022.

  • Gradient Investments reported no remaining Pathward Financial position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 405 Pathward Financial shares in Q3 2022, an estimated $16K.
  • Gradient Investments first reported a position in Pathward Financial in Q2 2022 and held it in 1 quarter.
  • Gradient Investments's Pathward Financial position peaked at $16K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.