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TCI Wealth Advisors’s Pathward Financial CASH Stock Holding History

TCI 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
2022
Q3 		– Sell
-106
Closed -$4K – 2276
2022
Q2 		$4K Sell
106
-2
-2% -$85 ﹤0.01% 1593
2022
Q1 		$6K Buy
+108
New +$6.13K ﹤0.01% 1394
2020
Q1 		– Sell
-65
Closed -$2K – 1500
2019
Q4 		$2K Buy
+65
New +$2.21K ﹤0.01% 1112

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

TCI Wealth Advisors's CASH Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Pathward Financial (CASH) in Q3 2022, closing a stake of 106 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in CASH in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 185 funds tracked by Wall St. Rank hold CASH as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Pathward Financial position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 106 Pathward Financial shares in Q3 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Pathward Financial in Q4 2019 and held it in 3 quarters.
  • TCI Wealth Advisors's Pathward Financial position peaked at $6K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.