TD Asset Management
CASH icon

TD Asset Management’s Pathward Financial CASH Stock Holding History

TD Asset 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
2024
Q3 		– Sell
-12,500
Closed -$707K – 1397
2024
Q2 		$707K Sell
12,500
-2,400
-16% -$126K ﹤0.01% 1220
2024
Q1 		$752K Buy
14,900
+700
+5% +$35.5K ﹤0.01% 1228
2023
Q4 		$752K Buy
14,200
+1,900
+15% +$93.4K ﹤0.01% 1238
2023
Q3 		$567K Buy
12,300
+6,300
+105% +$314K ﹤0.01% 1249
2023
Q2 		$278K Sell
6,000
-13,900
-70% -$624K ﹤0.01% 1348
2023
Q1 		$826K Buy
19,900
+3,700
+23% +$174K ﹤0.01% 1170
2022
Q4 		$697K Buy
+16,200
New +$665K ﹤0.01% 1216
2021
Q4 		– Sell
-7,200
Closed -$378K – 1502
2021
Q3 		$378K Sell
7,200
-1,300
-15% -$64.7K ﹤0.01% 1431
2021
Q2 		$422K Sell
8,500
-6,000
-41% -$298K ﹤0.01% 1408
2021
Q1 		$657K Buy
+14,500
New +$619K ﹤0.01% 1351

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return