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Atria Wealth Solutions’s Cathay General Bancorp CATY Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-6,824
Closed -$325K – 1895
2024
Q4 		$325K Buy
6,824
+7
+0.1% +$337 ﹤0.01% 1496
2024
Q3 		$293K Buy
6,817
+8
+0.1% +$335 ﹤0.01% 1532
2024
Q2 		$257K Buy
6,809
+10
+0.1% +$363 ﹤0.01% 1605
2024
Q1 		$257K Buy
6,799
+8
+0.1% +$324 ﹤0.01% 1663
2023
Q4 		$303K Buy
6,791
+9
+0.1% +$337 ﹤0.01% 1491
2023
Q3 		$236K Buy
6,782
+9
+0.1% +$321 ﹤0.01% 1574
2023
Q2 		$218K Buy
6,773
+10
+0.1% +$317 ﹤0.01% 1640
2023
Q1 		$233K Sell
6,763
-92
-1% -$3.78K ﹤0.01% 1577
2022
Q4 		$280K Buy
6,855
+7
+0.1% +$303 ﹤0.01% 1406
2022
Q3 		$263K Buy
6,848
+8
+0.1% +$333 ﹤0.01% 1380
2022
Q2 		$268K Buy
+6,840
New +$279K 0.01% 1271

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atria Wealth Solutions's CATY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Cathay General Bancorp (CATY) in Q1 2025, closing a stake of 6,824 shares — an estimated $325K sold.

Atria Wealth Solutions first reported a position in CATY in Q2 2022 and held it in 11 quarters. The position peaked at $325K in Q4 2024. 259 funds tracked by Wall St. Rank hold CATY as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Cathay General Bancorp position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,824 Cathay General Bancorp shares in Q1 2025, an estimated $325K.
  • Atria Wealth Solutions first reported a position in Cathay General Bancorp in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Cathay General Bancorp position peaked at $325K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.