YWP
CASH icon

YorkBridge Wealth Partners’s Pathward Financial CASH Stock Holding History

YorkBridge Wealth 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
2018
Q3 		– Sell
-87
Closed -$3K – 762
2018
Q2 		$3K Hold
87
– – ﹤0.01% 724
2018
Q1 		$3K Buy
87
+21
+32% +$751 ﹤0.01% 712
2017
Q4 		$2K Buy
66
+18
+38% +$522 ﹤0.01% 787
2017
Q3 		$1K Hold
48
– – ﹤0.01% 833
2017
Q2 		$1K Hold
48
– – ﹤0.01% 826
2017
Q1 		$1K Buy
+48
New +$1.48K ﹤0.01% 816

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

YorkBridge Wealth Partners's CASH Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Pathward Financial (CASH) in Q3 2018, closing a stake of 87 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in CASH in Q1 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 153 funds tracked by Wall St. Rank hold CASH as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Pathward Financial position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 87 Pathward Financial shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Pathward Financial in Q1 2017 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Pathward Financial position peaked at $3K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.