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NEXT Financial Holdings’s Pathward Financial CASH Stock Holding History

NEXT Financial Holdings’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 		$3K Buy
+147
New +$3.21K ﹤0.01% 1357

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
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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

NEXT Financial Holdings's CASH Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Pathward Financial (CASH) in Q1 2019: 147 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

152 funds tracked by Wall St. Rank hold CASH as of Q1 2019.

  • NEXT Financial Holdings held 147 shares of Pathward Financial worth $3K as of Q1 2019.
  • Pathward Financial was a new NEXT Financial Holdings position in Q1 2019.
  • Pathward Financial made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1357 holding.
  • 152 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.