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Baker Avenue Asset Management’s Cathay General Bancorp CATY Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-26
Closed -$904 – 541
2023
Q3 		$904 Hold
26
– – ﹤0.01% 1307
2023
Q2 		$837 Buy
26
+1
+4% +$32 ﹤0.01% 1235
2023
Q1 		$863 Buy
25
+17
+213% +$698 ﹤0.01% 1235
2022
Q4 		$326 Buy
+8
New +$347 ﹤0.01% 1495

Other funds holding CATY

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Avenue Asset Management's CATY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Cathay General Bancorp (CATY) in Q4 2023, closing a stake of 26 shares — an estimated $904 sold.

Baker Avenue Asset Management first reported a position in CATY in Q4 2022 and held it in 4 quarters. The position peaked at $904 in Q3 2023. 226 funds tracked by Wall St. Rank hold CATY as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Cathay General Bancorp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 26 Cathay General Bancorp shares in Q4 2023, an estimated $904.
  • Baker Avenue Asset Management first reported a position in Cathay General Bancorp in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Cathay General Bancorp position peaked at $904 in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.