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Lenox Wealth Advisors’s Pathward Financial CASH Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-42
Closed -$1K – 607
2018
Q4 		$1K Hold
42
– – ﹤0.01% 352
2018
Q3 		$1K Hold
42
– – ﹤0.01% 385
2018
Q2 		$1K Hold
42
– – ﹤0.01% 503
2018
Q1 		$2K Buy
+42
New +$1.5K ﹤0.01% 463

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
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's CASH Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Pathward Financial (CASH) in Q1 2019, closing a stake of 42 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CASH in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 152 funds tracked by Wall St. Rank hold CASH as of Q1 2019.

  • Lenox Wealth Advisors reported no remaining Pathward Financial position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 42 Pathward Financial shares in Q1 2019, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Pathward Financial in Q1 2018 and held it in 4 quarters.
  • Lenox Wealth Advisors's Pathward Financial position peaked at $2K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.