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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
-15,215
Closed -$340K – 294
2022
Q1 		$340K Buy
+15,215
New +$700K ﹤0.01% 626

Other funds holding CATY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 15,215 shares — an estimated $340K sold.

Aaron Wealth Advisors first reported a position in CATY in Q1 2022 and held it in 1 quarter. The position peaked at $340K in Q1 2022. 251 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 15,215 Cathay General Bancorp shares in Q2 2022, an estimated $340K.
  • 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 $340K in Q1 2022.
  • 251 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.