Valeo Financial Advisors’s Pathward Financial CASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-303
Closed -$9K 1564
2019
Q2
$9K Hold
303
﹤0.01% 1043
2019
Q1
$6K Buy
303
+1
+0.3% +$22 ﹤0.01% 1088
2018
Q4
$6K Sell
302
-604
-67% -$14.1K ﹤0.01% 1003
2018
Q3
$8K Buy
906
+603
+199% +$18K ﹤0.01% 1026
2018
Q2
$9K Buy
303
+3
+1% +$109 ﹤0.01% 961
2018
Q1
$11K Hold
300
﹤0.01% 894
2017
Q4
$9K Hold
300
﹤0.01% 853
2017
Q3
$8K Buy
+300
New +$7.75K ﹤0.01% 747

Other funds holding CASH

Valeo Financial Advisors's CASH Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Pathward Financial (CASH) in Q3 2019, closing a stake of 303 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in CASH in Q3 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2018. 163 funds tracked by Wall St. Rank hold CASH as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Pathward Financial position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 303 Pathward Financial shares in Q3 2019, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Pathward Financial in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Pathward Financial position peaked at $11K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.