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Johnson Financial Group Inc (Wisconsin)’s Pathward Financial CASH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2023
Q4 		– Sell
-75
Closed -$3.46K – 936
2023
Q3 		$3.46K Sell
75
-80
-52% -$3.98K ﹤0.01% 583
2023
Q2 		$7.19K Hold
155
– – ﹤0.01% 559
2023
Q1 		$6.43K Buy
155
+122
+370% +$5.75K ﹤0.01% 544
2022
Q4 		$1.42K Buy
+33
New +$1.35K ﹤0.01% 584

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Johnson Financial Group Inc (Wisconsin)'s CASH Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Pathward Financial (CASH) in Q4 2023, closing a stake of 75 shares — an estimated $3.46K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CASH in Q4 2022 and held it in 4 quarters. The position peaked at $7.19K in Q2 2023. 218 funds tracked by Wall St. Rank hold CASH as of Q4 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Pathward Financial position as of Q4 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 75 Pathward Financial shares in Q4 2023, an estimated $3.46K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Pathward Financial in Q4 2022 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Pathward Financial position peaked at $7.19K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.