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Truvestments Capital’s Pathward Financial CASH Stock Holding History

Truvestments Capital’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
Q2 		– Sell
-340
Closed -$7K – 573
2020
Q1 		$7K Buy
+340
New +$11.2K 0.01% 384

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NCM
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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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truvestments Capital's CASH Position: Q2 2020 in Review

Truvestments Capital sold out of Pathward Financial (CASH) in Q2 2020, closing a stake of 340 shares — an estimated $7K sold.

Truvestments Capital first reported a position in CASH in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 148 funds tracked by Wall St. Rank hold CASH as of Q2 2020.

  • Truvestments Capital reported no remaining Pathward Financial position as of Q2 2020 after selling out during the quarter.
  • Truvestments Capital sold 340 Pathward Financial shares in Q2 2020, an estimated $7K.
  • Truvestments Capital first reported a position in Pathward Financial in Q1 2020 and held it in 1 quarter.
  • Truvestments Capital's Pathward Financial position peaked at $7K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2020.

Based on Truvestments Capital's 13F filing for Q2 2020, filed 6 Aug 2020.