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WealthPLAN Partners’s Pathward Financial CASH Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-215
Closed -$8.92K – 1278
2023
Q1 		$8.92K Buy
+215
New +$10.1K ﹤0.01% 885

Other funds holding CASH

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

WealthPLAN Partners's CASH Position: Q2 2023 in Review

WealthPLAN Partners sold out of Pathward Financial (CASH) in Q2 2023, closing a stake of 215 shares — an estimated $8.92K sold.

WealthPLAN Partners first reported a position in CASH in Q1 2023 and held it in 1 quarter. The position peaked at $8.92K in Q1 2023. 192 funds tracked by Wall St. Rank hold CASH as of Q2 2023.

  • WealthPLAN Partners reported no remaining Pathward Financial position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 215 Pathward Financial shares in Q2 2023, an estimated $8.92K.
  • WealthPLAN Partners first reported a position in Pathward Financial in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Pathward Financial position peaked at $8.92K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.