Avion Wealth’s Cathay General Bancorp CATY Stock Holding History

Avion Wealth’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
2023 Q4	–	Sell	-32	Closed	–	–	1096
2023 Q3	$0	Hold	32	–	–	﹤0.01%	834
2023 Q2	$0	Buy	+32	New	+$1.02K	﹤0.01%	742

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's CATY Position: Q4 2023 in Review

Avion Wealth sold out of Cathay General Bancorp (CATY) in Q4 2023, closing a stake of 32 shares.

Avion Wealth first reported a position in CATY in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 226 funds tracked by Wall St. Rank hold CATY as of Q4 2023.

Avion Wealth reported no remaining Cathay General Bancorp position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 32 Cathay General Bancorp shares in Q4 2023.
Avion Wealth first reported a position in Cathay General Bancorp in Q2 2023 and held it in 2 quarters.
Avion Wealth's Cathay General Bancorp position peaked at $0 in Q3 2023.
226 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.