PFO
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Pathstone Family Office’s Pathward Financial CASH Stock Holding History

Pathstone Family Office’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
Q2 		– Sell
-63
Closed -$1K – 672
2019
Q1 		$1K Buy
+63
New +$1.38K ﹤0.01% 837

Other funds holding CASH

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Vanguard Group
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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

Pathstone Family Office's CASH Position: Q2 2019 in Review

Pathstone Family Office sold out of Pathward Financial (CASH) in Q2 2019, closing a stake of 63 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in CASH in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 153 funds tracked by Wall St. Rank hold CASH as of Q2 2019.

  • Pathstone Family Office reported no remaining Pathward Financial position as of Q2 2019 after selling out during the quarter.
  • Pathstone Family Office sold 63 Pathward Financial shares in Q2 2019, an estimated $1K.
  • Pathstone Family Office first reported a position in Pathward Financial in Q1 2019 and held it in 1 quarter.
  • Pathstone Family Office's Pathward Financial position peaked at $1K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.