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Weaver Consulting Group’s Pathward Financial CASH Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-200
Closed -$4K – 248
2020
Q3 		$4K Sell
200
-55
-22% -$1.04K ﹤0.01% 720
2020
Q2 		$5K Buy
+255
New +$4.47K ﹤0.01% 650

Other funds holding CASH

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

Weaver Consulting Group's CASH Position: Q4 2020 in Review

Weaver Consulting Group sold out of Pathward Financial (CASH) in Q4 2020, closing a stake of 200 shares — an estimated $4K sold.

Weaver Consulting Group first reported a position in CASH in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 155 funds tracked by Wall St. Rank hold CASH as of Q4 2020.

  • Weaver Consulting Group reported no remaining Pathward Financial position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 200 Pathward Financial shares in Q4 2020, an estimated $4K.
  • Weaver Consulting Group first reported a position in Pathward Financial in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Pathward Financial position peaked at $5K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.