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Ladenburg Thalmann Financial Services’s Pathward Financial CASH Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$358K Buy
9,841
+9,805
+27,236% +$334K ﹤0.01% 2074
2019
Q3 		$1K Buy
+36
New +$1.08K ﹤0.01% 5082
2019
Q1 		– Sell
-780
Closed -$15K – 5210
2018
Q4 		$15K Hold
780
– – ﹤0.01% 4025
2018
Q3 		$21K Sell
780
-471
-38% -$14.1K ﹤0.01% 3869
2018
Q2 		$45K Hold
1,251
– – ﹤0.01% 3320
2018
Q1 		$45K Sell
1,251
-123
-9% -$4.4K ﹤0.01% 3320
2017
Q4 		$42K Buy
1,374
+594
+76% +$17.2K ﹤0.01% 3337
2017
Q3 		$20K Sell
780
-1,350
-63% -$34.9K ﹤0.01% 3673
2017
Q2 		$63K Hold
2,130
– – ﹤0.01% 2863
2017
Q1 		$63K Sell
2,130
-885
-29% -$27.4K ﹤0.01% 2727
2016
Q4 		$103K Buy
+3,015
New +$84.2K ﹤0.01% 2300

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
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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CASH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Pathward Financial (CASH) stake by 27,236% in Q4 2019, buying an estimated $334K and bringing the position to 9,841 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Ladenburg Thalmann Financial Services first reported a position in CASH in Q4 2016 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold CASH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,841 shares of Pathward Financial worth $358K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 9,805 Pathward Financial shares in Q4 2019, an estimated $334K.
  • Pathward Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2074 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Pathward Financial in Q4 2016 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.