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Wealthspire Advisors (Maryland)’s Pathward Financial CASH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-9
Closed – – 2485
2018
Q4 		$0 Hold
9
– – ﹤0.01% 2439
2018
Q3 		$0 Hold
9
– – ﹤0.01% 2391
2018
Q2 		$0 Hold
9
– – ﹤0.01% 2446
2018
Q1 		$0 Hold
9
– – ﹤0.01% 2507
2017
Q4 		$0 Buy
+9
New +$261 ﹤0.01% 2445

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
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CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CASH Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pathward Financial (CASH) in Q1 2019, closing a stake of 9 shares.

Wealthspire Advisors (Maryland) first reported a position in CASH in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q4 2018. 152 funds tracked by Wall St. Rank hold CASH as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pathward Financial position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9 Pathward Financial shares in Q1 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Pathward Financial in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Pathward Financial position peaked at $0 in Q4 2018.
  • 152 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.