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Infrastructure Capital Advisors’s Pathward Financial CASH Stock Holding History

Infrastructure Capital Advisors’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
Q2 		– Sell
-2,750
Closed -$20K – 65
2020
Q1 		$20K Buy
+2,750
New +$90.6K 0.02% 62

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFP
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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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Infrastructure Capital Advisors's CASH Position: Q2 2020 in Review

Infrastructure Capital Advisors sold out of Pathward Financial (CASH) in Q2 2020, closing a stake of 2,750 shares — an estimated $20K sold.

Infrastructure Capital Advisors first reported a position in CASH in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 148 funds tracked by Wall St. Rank hold CASH as of Q2 2020.

  • Infrastructure Capital Advisors reported no remaining Pathward Financial position as of Q2 2020 after selling out during the quarter.
  • Infrastructure Capital Advisors sold 2,750 Pathward Financial shares in Q2 2020, an estimated $20K.
  • Infrastructure Capital Advisors first reported a position in Pathward Financial in Q1 2020 and held it in 1 quarter.
  • Infrastructure Capital Advisors's Pathward Financial position peaked at $20K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2020.

Based on Infrastructure Capital Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.