SFM
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Systematic Financial Management’s Pathward Financial CASH Stock Holding History

Systematic Financial 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
2020
Q2 		– Sell
-12,555
Closed -$273K – 508
2020
Q1 		$273K Buy
+12,555
New +$414K 0.02% 336
2017
Q3 		– Sell
-58,920
Closed -$1.75M – 634
2017
Q2 		$1.75M Buy
+58,920
New +$1.71M 0.03% 411
2016
Q4 		– Sell
-69,984
Closed -$1.41M – 639
2016
Q3 		$1.41M Sell
69,984
-7,635
-10% -$146K 0.02% 518
2016
Q2 		$1.32M Buy
+77,619
New +$1.27M 0.02% 513

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return