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Laird Norton Wetherby Wealth Management’s Pathward Financial CASH Stock Holding History

Laird Norton Wetherby Wealth Management’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 		– Sell
-17,419
Closed -$18K – 704
2019
Q3 		$18K Buy
+17,419
New +$525K ﹤0.01% 701
2018
Q2 		– Sell
-224,118
Closed -$75K – 648
2018
Q1 		$75K Buy
+224,118
New +$8.01M 0.01% 633
2017
Q4 		– Sell
-326,076
Closed -$109K – 664
2017
Q3 		$109K Buy
+326,076
New +$8.42M 0.02% 605

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

Laird Norton Wetherby Wealth Management's CASH Position: Q4 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Pathward Financial (CASH) in Q4 2019, closing a stake of 17,419 shares — an estimated $18K sold.

Laird Norton Wetherby Wealth Management first reported a position in CASH in Q3 2017 and held it in 3 quarters. The position peaked at $109K in Q3 2017. 168 funds tracked by Wall St. Rank hold CASH as of Q4 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Pathward Financial position as of Q4 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 17,419 Pathward Financial shares in Q4 2019, an estimated $18K.
  • Laird Norton Wetherby Wealth Management first reported a position in Pathward Financial in Q3 2017 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's Pathward Financial position peaked at $109K in Q3 2017.
  • 168 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.