AIM
CASH icon

Assured Investment Management’s Pathward Financial CASH Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-1,270
Closed -$25K – 175
2019
Q1 		$25K Sell
1,270
-781
-38% -$17.1K ﹤0.01% 1013
2018
Q4 		$40K Sell
2,051
-24,814
-92% -$579K ﹤0.01% 1050
2018
Q3 		$740K Buy
26,865
+16,365
+156% +$490K 0.01% 650
2018
Q2 		$341K Buy
10,500
+1,119
+12% +$40.6K 0.01% 917
2018
Q1 		$341K Buy
+9,381
New +$335K 0.01% 876

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return