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Professional Financial Advisors’s Pathward Financial CASH Stock Holding History

Professional Financial 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
2021
Q1 		– Sell
-178
Closed -$7K – 366
2020
Q4 		$7K Hold
178
– – 0.01% 262
2020
Q3 		$5K Buy
+178
New +$3.36K ﹤0.01% 263

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

Professional Financial Advisors's CASH Position: Q1 2021 in Review

Professional Financial Advisors sold out of Pathward Financial (CASH) in Q1 2021, closing a stake of 178 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in CASH in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 163 funds tracked by Wall St. Rank hold CASH as of Q1 2021.

  • Professional Financial Advisors reported no remaining Pathward Financial position as of Q1 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 178 Pathward Financial shares in Q1 2021, an estimated $7K.
  • Professional Financial Advisors first reported a position in Pathward Financial in Q3 2020 and held it in 2 quarters.
  • Professional Financial Advisors's Pathward Financial position peaked at $7K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.