HGWM
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Harvest Group Wealth Management’s Pathward Financial CASH Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-37
Closed -$1.22K – 558
2019
Q4 		$1K Hold
37
– – ﹤0.01% 734
2019
Q3 		$1K Hold
37
– – ﹤0.01% 836
2019
Q2 		$1K Buy
+37
New +$941 ﹤0.01% 675

Other funds holding CASH

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Harvest Group Wealth Management's CASH Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Pathward Financial (CASH) in Q1 2020, closing a stake of 37 shares — an estimated $1.22K sold.

Harvest Group Wealth Management first reported a position in CASH in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 154 funds tracked by Wall St. Rank hold CASH as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Pathward Financial position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 37 Pathward Financial shares in Q1 2020, an estimated $1.22K.
  • Harvest Group Wealth Management first reported a position in Pathward Financial in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Pathward Financial position peaked at $1K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.