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Wagner Wealth Management (South Carolina)’s Pathward Financial CASH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$0 Hold
18
– – ﹤0.01% 700
2018
Q2 		$1K Hold
18
– – ﹤0.01% 553
2018
Q1 		$1K Buy
+18
New +$643 ﹤0.01% 514
2017
Q4 		– Hold
0
– – – 715

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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CASH Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Pathward Financial (CASH) position steady in Q3 2018 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Wagner Wealth Management (South Carolina) first reported a position in CASH in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q2 2018. 153 funds tracked by Wall St. Rank hold CASH as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 18 shares of Pathward Financial worth $0 as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Pathward Financial share count unchanged in Q3 2018.
  • Pathward Financial made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #700 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Pathward Financial in Q1 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s Pathward Financial position peaked at $1K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.