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Sowell Financial Services’s Pathward Financial CASH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-266
Closed -$13K – 859
2021
Q1 		$13K Buy
+266
New +$11.4K ﹤0.01% 2210

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Sowell Financial Services's CASH Position: Q2 2021 in Review

Sowell Financial Services sold out of Pathward Financial (CASH) in Q2 2021, closing a stake of 266 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in CASH in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 185 funds tracked by Wall St. Rank hold CASH as of Q2 2021.

  • Sowell Financial Services reported no remaining Pathward Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 266 Pathward Financial shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in Pathward Financial in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Pathward Financial position peaked at $13K in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.