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Bartlett & Co Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-49
Closed -$2.03K – 476
2021
Q3 		$2.03K Buy
+49
New +$1.91K ﹤0.01% 863

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's CATY Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Cathay General Bancorp (CATY) in Q4 2021, closing a stake of 49 shares — an estimated $2.03K sold.

Bartlett & Co Wealth Management first reported a position in CATY in Q3 2021 and held it in 1 quarter. The position peaked at $2.03K in Q3 2021. 237 funds tracked by Wall St. Rank hold CATY as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Cathay General Bancorp position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 49 Cathay General Bancorp shares in Q4 2021, an estimated $2.03K.
  • Bartlett & Co Wealth Management first reported a position in Cathay General Bancorp in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Cathay General Bancorp position peaked at $2.03K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.