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Valeo Financial Advisors’s Pathward Financial CASH Stock Holding History

Valeo Financial 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
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

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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return