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Mutual Advisors’s Pathward Financial CASH Stock Holding History

Mutual Advisors’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
2021
Q2 		– Sell
-10,178
Closed -$461K – 825
2021
Q1 		$461K Hold
10,178
– – 0.03% 506
2020
Q4 		$372K Buy
+10,178
New +$310K 0.03% 544
2020
Q2 		– Sell
-17,125
Closed -$372K – 652
2020
Q1 		$372K Buy
17,125
+8,479
+98% +$279K 0.05% 351
2019
Q4 		$316K Buy
+8,646
New +$294K 0.03% 450
2019
Q1 		– Sell
-10,863
Closed -$211K – 481
2018
Q4 		$211K Buy
+10,863
New +$253K 0.04% 390

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return