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Aaron Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Aaron Wealth Advisors’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-340
Closed -$15.2K – 294
2022
Q1 		$15.2K Buy
+340
New +$15.6K ﹤0.01% 711

Other funds holding CATY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Aaron Wealth Advisors's CATY Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q2 2022, closing a stake of 340 shares — an estimated $15.2K sold.

Aaron Wealth Advisors first reported a position in CATY in Q1 2022 and held it in 1 quarter. The position peaked at $15.2K in Q1 2022. 250 funds tracked by Wall St. Rank hold CATY as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Cathay General Bancorp position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 340 Cathay General Bancorp shares in Q2 2022, an estimated $15.2K.
  • Aaron Wealth Advisors first reported a position in Cathay General Bancorp in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Cathay General Bancorp position peaked at $15.2K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.