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Itau Unibanco Holding S.A.’s Pathward Financial CASH Stock Holding History

Itau Unibanco Holding S.A.’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
-1,490
Closed -$32K – 180
2020
Q1 		$32K Buy
1,490
+220
+17% +$7.25K ﹤0.01% 375
2019
Q4 		$46K Buy
+1,270
New +$43.2K ﹤0.01% 701

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Itau Unibanco Holding S.A.'s CASH Position: Q2 2020 in Review

Itau Unibanco Holding S.A. sold out of Pathward Financial (CASH) in Q2 2020, closing a stake of 1,490 shares — an estimated $32K sold.

Itau Unibanco Holding S.A. first reported a position in CASH in Q4 2019 and held it in 2 quarters. The position peaked at $46K in Q4 2019. 148 funds tracked by Wall St. Rank hold CASH as of Q2 2020.

  • Itau Unibanco Holding S.A. reported no remaining Pathward Financial position as of Q2 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 1,490 Pathward Financial shares in Q2 2020, an estimated $32K.
  • Itau Unibanco Holding S.A. first reported a position in Pathward Financial in Q4 2019 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s Pathward Financial position peaked at $46K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2020, filed 14 Aug 2020.