MGO One Seven’s Pathward Financial CASH Stock Holding History

MGO One Seven’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
2020 Q4	–	Sell	-30,349	Closed	-$583K	–	501
2020 Q3	$583K	Buy	+30,349	New	+$573K	0.14%	194

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

MGO One Seven's CASH Position: Q4 2020 in Review

MGO One Seven sold out of Pathward Financial (CASH) in Q4 2020, closing a stake of 30,349 shares — an estimated $583K sold.

MGO One Seven first reported a position in CASH in Q3 2020 and held it in 1 quarter. The position peaked at $583K in Q3 2020. 155 funds tracked by Wall St. Rank hold CASH as of Q4 2020.

MGO One Seven reported no remaining Pathward Financial position as of Q4 2020 after selling out during the quarter.
MGO One Seven sold 30,349 Pathward Financial shares in Q4 2020, an estimated $583K.
MGO One Seven first reported a position in Pathward Financial in Q3 2020 and held it in 1 quarter.
MGO One Seven's Pathward Financial position peaked at $583K in Q3 2020.
155 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2020.

Based on MGO One Seven's 13F filing for Q4 2020, filed 22 Jan 2021.