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KMG Fiduciary Partners’s Pathward Financial CASH Stock Holding History

KMG Fiduciary Partners’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
Q2 		– Sell
-25,917
Closed -$1.08M – 229
2023
Q1 		$1.08M Hold
25,917
– – 0.15% 137
2022
Q4 		$1.12M Buy
+25,917
New +$1.06M 0.18% 117

Other funds holding CASH

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

KMG Fiduciary Partners's CASH Position: Q2 2023 in Review

KMG Fiduciary Partners sold out of Pathward Financial (CASH) in Q2 2023, closing a stake of 25,917 shares — an estimated $1.08M sold.

KMG Fiduciary Partners first reported a position in CASH in Q4 2022 and held it in 2 quarters. The position peaked at $1.12M in Q4 2022. 192 funds tracked by Wall St. Rank hold CASH as of Q2 2023.

  • KMG Fiduciary Partners reported no remaining Pathward Financial position as of Q2 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 25,917 Pathward Financial shares in Q2 2023, an estimated $1.08M.
  • KMG Fiduciary Partners first reported a position in Pathward Financial in Q4 2022 and held it in 2 quarters.
  • KMG Fiduciary Partners's Pathward Financial position peaked at $1.12M in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2023.

Based on KMG Fiduciary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.