Sequoia Financial Advisors’s Pathward Financial CASH Stock Holding History

Sequoia Financial 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 Q3	–	Sell	-6,000	Closed	-$304K	–	285
2021 Q2	$304K	Buy	+6,000	New	+$298K	0.01%	374
2020 Q4	–	Sell	-43,542	Closed	-$837K	–	421
2020 Q3	$837K	Hold	43,542	–	–	0.04%	183
2020 Q2	$791K	Sell	43,542 -506	-1%	-$8.87K	0.05%	177
2020 Q1	$957K	Sell	44,048 -10,594	-19%	-$349K	0.07%	124
2019 Q4	$2M	Hold	54,642	–	–	0.13%	95
2019 Q3	$1.78M	Sell	54,642 -22,877	-30%	-$690K	0.13%	92
2019 Q2	$2.17M	Sell	77,519 -23,823	-24%	-$606K	0.16%	80
2019 Q1	$1.99M	Buy	+101,342	New	+$2.22M	0.16%	80

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Sequoia Financial Advisors's CASH Position: Q3 2021 in Review

Sequoia Financial Advisors sold out of Pathward Financial (CASH) in Q3 2021, closing a stake of 6,000 shares — an estimated $304K sold.

Sequoia Financial Advisors first reported a position in CASH in Q1 2019 and held it in 8 quarters. The position peaked at $2.17M in Q2 2019. 198 funds tracked by Wall St. Rank hold CASH as of Q3 2021.

Sequoia Financial Advisors reported no remaining Pathward Financial position as of Q3 2021 after selling out during the quarter.
Sequoia Financial Advisors sold 6,000 Pathward Financial shares in Q3 2021, an estimated $304K.
Sequoia Financial Advisors first reported a position in Pathward Financial in Q1 2019 and held it in 8 quarters.
Sequoia Financial Advisors's Pathward Financial position peaked at $2.17M in Q2 2019.
198 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2021.

Based on Sequoia Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.