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Greenwich Wealth Management’s Pathward Financial CASH Stock Holding History

Greenwich Wealth 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
2022
Q4 		– Sell
-3,376
Closed -$458K – 239
2022
Q3 		$458K Buy
3,376
+139
+4% +$4.99K 0.05% 158
2022
Q2 		$522K Buy
+3,237
New +$138K 0.07% 155

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenwich Wealth Management's CASH Position: Q4 2022 in Review

Greenwich Wealth Management sold out of Pathward Financial (CASH) in Q4 2022, closing a stake of 3,376 shares — an estimated $458K sold.

Greenwich Wealth Management first reported a position in CASH in Q2 2022 and held it in 2 quarters. The position peaked at $522K in Q2 2022. 181 funds tracked by Wall St. Rank hold CASH as of Q4 2022.

  • Greenwich Wealth Management reported no remaining Pathward Financial position as of Q4 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 3,376 Pathward Financial shares in Q4 2022, an estimated $458K.
  • Greenwich Wealth Management first reported a position in Pathward Financial in Q2 2022 and held it in 2 quarters.
  • Greenwich Wealth Management's Pathward Financial position peaked at $522K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.