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Lantz Financial’s Pathward Financial CASH Stock Holding History

Lantz Financial’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
2021
Q2 		– Sell
-122,341
Closed -$122K – 146
2021
Q1 		$122K Buy
+122,341
New +$5.22M 0.07% 132

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Lantz Financial's CASH Position: Q2 2021 in Review

Lantz Financial sold out of Pathward Financial (CASH) in Q2 2021, closing a stake of 122,341 shares — an estimated $122K sold.

Lantz Financial first reported a position in CASH in Q1 2021 and held it in 1 quarter. The position peaked at $122K in Q1 2021. 185 funds tracked by Wall St. Rank hold CASH as of Q2 2021.

  • Lantz Financial reported no remaining Pathward Financial position as of Q2 2021 after selling out during the quarter.
  • Lantz Financial sold 122,341 Pathward Financial shares in Q2 2021, an estimated $122K.
  • Lantz Financial first reported a position in Pathward Financial in Q1 2021 and held it in 1 quarter.
  • Lantz Financial's Pathward Financial position peaked at $122K in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2021.

Based on Lantz Financial's 13F filing for Q2 2021, filed 16 Jul 2021.