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Catalyst Funds Management’s Pathward Financial CASH Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-800
Closed -$52.8K – 473
2024
Q3 		$52.8K Buy
800
+600
+300% +$38.6K 0.01% 774
2024
Q2 		$11.3K Sell
200
-800
-80% -$42.1K ﹤0.01% 884
2024
Q1 		$50.5K Buy
+1,000
New +$50.8K 0.01% 555

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Catalyst Funds Management's CASH Position: Q4 2024 in Review

Catalyst Funds Management sold out of Pathward Financial (CASH) in Q4 2024, closing a stake of 800 shares — an estimated $52.8K sold.

Catalyst Funds Management first reported a position in CASH in Q1 2024 and held it in 3 quarters. The position peaked at $52.8K in Q3 2024. 245 funds tracked by Wall St. Rank hold CASH as of Q4 2024.

  • Catalyst Funds Management reported no remaining Pathward Financial position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 800 Pathward Financial shares in Q4 2024, an estimated $52.8K.
  • Catalyst Funds Management first reported a position in Pathward Financial in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Pathward Financial position peaked at $52.8K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.