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Hixon Zuercher’s Pathward Financial CASH Stock Holding History

Hixon Zuercher’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
Q3 		– Sell
-217,905
Closed -$218K – 57
2020
Q2 		$218K Sell
217,905
-1,296,571
-86% -$22.7M 0.19% 51
2020
Q1 		$1.51M Buy
1,514,476
+1,416,736
+1,449% +$46.7M 2.18% 19
2019
Q4 		$98K Buy
+97,740
New +$3.33M 0.09% 56

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hixon Zuercher's CASH Position: Q3 2020 in Review

Hixon Zuercher sold out of Pathward Financial (CASH) in Q3 2020, closing a stake of 217,905 shares — an estimated $218K sold.

Hixon Zuercher first reported a position in CASH in Q4 2019 and held it in 3 quarters. The position peaked at $1.51M in Q1 2020. 144 funds tracked by Wall St. Rank hold CASH as of Q3 2020.

  • Hixon Zuercher reported no remaining Pathward Financial position as of Q3 2020 after selling out during the quarter.
  • Hixon Zuercher sold 217,905 Pathward Financial shares in Q3 2020, an estimated $218K.
  • Hixon Zuercher first reported a position in Pathward Financial in Q4 2019 and held it in 3 quarters.
  • Hixon Zuercher's Pathward Financial position peaked at $1.51M in Q1 2020.
  • 144 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2020.

Based on Hixon Zuercher's 13F filing for Q3 2020, filed 13 Oct 2021.