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Key Financial Inc’s Pathward Financial CASH Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-188
Closed -$6.2K – 1171
2022
Q4 		$6.2K Hold
188
– – ﹤0.01% 741
2022
Q3 		$6K Hold
188
– – ﹤0.01% 743
2022
Q2 		$8K Hold
188
– – ﹤0.01% 673
2022
Q1 		$10K Buy
+188
New +$10.7K 0.01% 631

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Key Financial Inc's CASH Position: Q1 2023 in Review

Key Financial Inc sold out of Pathward Financial (CASH) in Q1 2023, closing a stake of 188 shares — an estimated $6.2K sold.

Key Financial Inc first reported a position in CASH in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 192 funds tracked by Wall St. Rank hold CASH as of Q1 2023.

  • Key Financial Inc reported no remaining Pathward Financial position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 188 Pathward Financial shares in Q1 2023, an estimated $6.2K.
  • Key Financial Inc first reported a position in Pathward Financial in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Pathward Financial position peaked at $10K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.