CAAS
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Capital Asset Advisory Services’s Cathay General Bancorp CATY Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-144
Closed -$5K – 779
2020
Q4 		$5K Buy
+144
New +$3.92K ﹤0.01% 1255

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State Street
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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Asset Advisory Services's CATY Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Cathay General Bancorp (CATY) in Q1 2021, closing a stake of 144 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in CATY in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 213 funds tracked by Wall St. Rank hold CATY as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Cathay General Bancorp position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 144 Cathay General Bancorp shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Cathay General Bancorp in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Cathay General Bancorp position peaked at $5K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.