JOYN Advisors’s Pathward Financial CASH Stock Holding History

JOYN 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
2019 Q1	–	Sell	-30	Closed	-$1K	–	307
2018 Q4	$1K	Buy	+30	New	+$700	﹤0.01%	1596

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's CASH Position: Q1 2019 in Review

JOYN Advisors sold out of Pathward Financial (CASH) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

JOYN Advisors first reported a position in CASH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 152 funds tracked by Wall St. Rank hold CASH as of Q1 2019.

JOYN Advisors reported no remaining Pathward Financial position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 30 Pathward Financial shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Pathward Financial in Q4 2018 and held it in 1 quarter.
JOYN Advisors's Pathward Financial position peaked at $1K in Q4 2018.
152 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.