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Capital Performance Advisors’s Cathay General Bancorp CATY Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-42
Closed -$1.8K – 584
2024
Q3 		$1.8K Buy
+42
New +$1.76K ﹤0.01% 1615

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Performance Advisors's CATY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Cathay General Bancorp (CATY) in Q4 2024, closing a stake of 42 shares — an estimated $1.8K sold.

Capital Performance Advisors first reported a position in CATY in Q3 2024 and held it in 1 quarter. The position peaked at $1.8K in Q3 2024. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Cathay General Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 42 Cathay General Bancorp shares in Q4 2024, an estimated $1.8K.
  • Capital Performance Advisors first reported a position in Cathay General Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Cathay General Bancorp position peaked at $1.8K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.