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

Arkadios 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
2021
Q3 		– Sell
-100
Closed -$3K – 1884
2021
Q2 		$3K Buy
+100
New +$4.12K ﹤0.01% 1805

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's CATY Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in CATY in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 225 funds tracked by Wall St. Rank hold CATY as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Cathay General Bancorp position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 Cathay General Bancorp shares in Q3 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Cathay General Bancorp in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Cathay General Bancorp position peaked at $3K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.