TFO
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Tarbox Family Office’s Pathward Financial CASH Stock Holding History

Tarbox 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
2020
Q1 		– Sell
-85
Closed -$3K – 1139
2019
Q4 		$3K Hold
85
– – ﹤0.01% 638
2019
Q3 		$3K Hold
85
– – ﹤0.01% 572
2019
Q2 		$2K Buy
+85
New +$2.16K ﹤0.01% 703

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tarbox Family Office's CASH Position: Q1 2020 in Review

Tarbox Family Office sold out of Pathward Financial (CASH) in Q1 2020, closing a stake of 85 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in CASH in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 154 funds tracked by Wall St. Rank hold CASH as of Q1 2020.

  • Tarbox Family Office reported no remaining Pathward Financial position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 85 Pathward Financial shares in Q1 2020, an estimated $3K.
  • Tarbox Family Office first reported a position in Pathward Financial in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Pathward Financial position peaked at $3K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.