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Freedom Investment Management’s Pathward Financial CASH Stock Holding History

Freedom 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
2022
Q1 		– Sell
-3,762
Closed -$224K – 804
2021
Q4 		$224K Sell
3,762
-514
-12% -$30.7K 0.02% 772
2021
Q3 		$224K Buy
4,276
+172
+4% +$8.56K 0.02% 725
2021
Q2 		$208K Buy
+4,104
New +$204K 0.02% 811

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

Freedom Investment Management's CASH Position: Q1 2022 in Review

Freedom Investment Management sold out of Pathward Financial (CASH) in Q1 2022, closing a stake of 3,762 shares — an estimated $224K sold.

Freedom Investment Management first reported a position in CASH in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q4 2021. 204 funds tracked by Wall St. Rank hold CASH as of Q1 2022.

  • Freedom Investment Management reported no remaining Pathward Financial position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 3,762 Pathward Financial shares in Q1 2022, an estimated $224K.
  • Freedom Investment Management first reported a position in Pathward Financial in Q2 2021 and held it in 3 quarters.
  • Freedom Investment Management's Pathward Financial position peaked at $224K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.