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Lodestone Wealth Management’s Pathward Financial CASH Stock Holding History

Lodestone 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
2024
Q4 		– Sell
-3,423
Closed -$1.96M – 153
2024
Q3 		$1.96M Buy
3,423
+1
+0% +$64 0.98% 35
2024
Q2 		$1.73M Sell
3,422
-8
-0.2% -$421 0.91% 41
2024
Q1 		$1.67M Sell
3,430
-26
-0.8% -$1.32K 0.87% 45
2023
Q4 		$1.22M Sell
3,456
-4
-0.1% -$197 0.71% 51
2023
Q3 		$1.04M Hold
3,460
– – 0.73% 49
2023
Q2 		$993K Buy
+3,460
New +$155K 0.68% 51

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lodestone Wealth Management's CASH Position: Q4 2024 in Review

Lodestone Wealth Management sold out of Pathward Financial (CASH) in Q4 2024, closing a stake of 3,423 shares — an estimated $1.96M sold.

Lodestone Wealth Management first reported a position in CASH in Q2 2023 and held it in 6 quarters. The position peaked at $1.96M in Q3 2024. 245 funds tracked by Wall St. Rank hold CASH as of Q4 2024.

  • Lodestone Wealth Management reported no remaining Pathward Financial position as of Q4 2024 after selling out during the quarter.
  • Lodestone Wealth Management sold 3,423 Pathward Financial shares in Q4 2024, an estimated $1.96M.
  • Lodestone Wealth Management first reported a position in Pathward Financial in Q2 2023 and held it in 6 quarters.
  • Lodestone Wealth Management's Pathward Financial position peaked at $1.96M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2024.

Based on Lodestone Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.