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Seizert Capital Partners’s Pathward Financial CASH Stock Holding History

Seizert Capital Partners’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
-28,855
Closed -$1.9M – 163
2024
Q3 		$1.9M Sell
28,855
-288
-1% -$18.5K 0.09% 114
2024
Q2 		$1.65M Buy
+29,143
New +$1.53M 0.08% 117

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

Seizert Capital Partners's CASH Position: Q4 2024 in Review

Seizert Capital Partners sold out of Pathward Financial (CASH) in Q4 2024, closing a stake of 28,855 shares — an estimated $1.9M sold.

Seizert Capital Partners first reported a position in CASH in Q2 2024 and held it in 2 quarters. The position peaked at $1.9M in Q3 2024. 245 funds tracked by Wall St. Rank hold CASH as of Q4 2024.

  • Seizert Capital Partners reported no remaining Pathward Financial position as of Q4 2024 after selling out during the quarter.
  • Seizert Capital Partners sold 28,855 Pathward Financial shares in Q4 2024, an estimated $1.9M.
  • Seizert Capital Partners first reported a position in Pathward Financial in Q2 2024 and held it in 2 quarters.
  • Seizert Capital Partners's Pathward Financial position peaked at $1.9M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2024.

Based on Seizert Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.