AWM
CATY icon

Avior Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-15
Closed -$567 – 2498
2024
Q1 		$567 Buy
+15
New +$607 ﹤0.01% 2538

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's CATY Position: Q2 2024 in Review

Avior Wealth Management sold out of Cathay General Bancorp (CATY) in Q2 2024, closing a stake of 15 shares — an estimated $567 sold.

Avior Wealth Management first reported a position in CATY in Q1 2024 and held it in 1 quarter. The position peaked at $567 in Q1 2024. 237 funds tracked by Wall St. Rank hold CATY as of Q2 2024.

  • Avior Wealth Management reported no remaining Cathay General Bancorp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 15 Cathay General Bancorp shares in Q2 2024, an estimated $567.
  • Avior Wealth Management first reported a position in Cathay General Bancorp in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Cathay General Bancorp position peaked at $567 in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.