Sutton Wealth Advisors’s Pathward Financial CASH Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-736	Closed	-$31.7K	–	926
2022 Q4	$31.7K	Hold	736	–	–	0.01%	531
2022 Q3	$24.3K	Sell	736 -15	-2%	-$539	0.01%	601
2022 Q2	$29K	Buy	751 +17	+2%	+$724	0.01%	540
2022 Q1	$40.3K	Sell	734 -5	-0.7%	-$284	0.01%	475
2021 Q4	$44.1K	Buy	739 +7	+1%	+$418	0.01%	457
2021 Q3	$38.4K	Hold	732	–	–	0.01%	474
2021 Q2	$37.1K	Hold	732	–	–	0.01%	496
2021 Q1	$33.2K	Hold	732	–	–	0.01%	517
2020 Q4	$26.8K	Hold	732	–	–	0.01%	528
2020 Q3	$14.1K	Buy	732 +440	+151%	+$8.3K	0.01%	644
2020 Q2	$5.31K	Sell	292 -521	-64%	-$9.13K	﹤0.01%	856
2020 Q1	$17.7K	Buy	813 +324	+66%	+$10.7K	0.01%	509
2019 Q4	$17.9K	Hold	489	–	–	0.01%	649
2019 Q3	$15.9K	Hold	489	–	–	0.01%	658
2019 Q2	$13.7K	Buy	+489	New	+$12.4K	0.01%	685

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Sutton Wealth Advisors's CASH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Pathward Financial (CASH) in Q1 2023, closing a stake of 736 shares — an estimated $31.7K sold.

Sutton Wealth Advisors first reported a position in CASH in Q2 2019 and held it in 15 quarters. The position peaked at $44.1K in Q4 2021. 192 funds tracked by Wall St. Rank hold CASH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Pathward Financial position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 736 Pathward Financial shares in Q1 2023, an estimated $31.7K.
Sutton Wealth Advisors first reported a position in Pathward Financial in Q2 2019 and held it in 15 quarters.
Sutton Wealth Advisors's Pathward Financial position peaked at $44.1K in Q4 2021.
192 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.