SFA
CASH icon

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
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