AW
CATO icon

Avion Wealth’s Cato Corp CATO Stock Holding History

Avion Wealth’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97
Closed – – 1034
2024
Q2 		$0 Buy
+97
New +$522 ﹤0.01% 945

Other funds holding CATO

AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Avion Wealth's CATO Position: Q3 2024 in Review

Avion Wealth sold out of Cato Corp (CATO) in Q3 2024, closing a stake of 97 shares.

Avion Wealth first reported a position in CATO in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 63 funds tracked by Wall St. Rank hold CATO as of Q3 2024.

  • Avion Wealth reported no remaining Cato Corp position as of Q3 2024 after selling out during the quarter.
  • Avion Wealth sold 97 Cato Corp shares in Q3 2024.
  • Avion Wealth first reported a position in Cato Corp in Q2 2024 and held it in 1 quarter.
  • Avion Wealth's Cato Corp position peaked at $0 in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Cato Corp as of Q3 2024.

Based on Avion Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.