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Carolinas Wealth Consulting’s Cato Corp CATO Stock Holding History

Carolinas Wealth Consulting’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,723
Closed -$99K – 918
2021
Q4 		$99K Sell
5,723
-1
-0% -$17 0.02% 263
2021
Q3 		$95K Buy
5,724
+55
+1% +$919 0.02% 251
2021
Q2 		$96K Buy
5,669
+38
+0.7% +$562 0.02% 265
2021
Q1 		$68K Hold
5,631
– – 0.02% 314
2020
Q4 		$54K Hold
5,631
– – 0.01% 329
2020
Q3 		$44K Hold
5,631
– – 0.01% 295
2020
Q2 		$46K Buy
+5,631
New +$55.5K 0.02% 212

Other funds holding CATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carolinas Wealth Consulting's CATO Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Cato Corp (CATO) in Q1 2022, closing a stake of 5,723 shares — an estimated $99K sold.

Carolinas Wealth Consulting first reported a position in CATO in Q2 2020 and held it in 7 quarters. The position peaked at $99K in Q4 2021. 113 funds tracked by Wall St. Rank hold CATO as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Cato Corp position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,723 Cato Corp shares in Q1 2022, an estimated $99K.
  • Carolinas Wealth Consulting first reported a position in Cato Corp in Q2 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Cato Corp position peaked at $99K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Cato Corp as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.