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Carolinas Wealth Consulting’s Cathay General Bancorp CATY Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-55
Closed -$2K – 919
2021
Q4 		$2K Sell
55
-9
-14% -$388 ﹤0.01% 809
2021
Q3 		$3K Hold
64
– – ﹤0.01% 730
2021
Q2 		$3K Hold
64
– – ﹤0.01% 752
2021
Q1 		$3K Buy
+64
New +$2.47K ﹤0.01% 761

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

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

Carolinas Wealth Consulting sold out of Cathay General Bancorp (CATY) in Q1 2022, closing a stake of 55 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in CATY in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 253 funds tracked by Wall St. Rank hold CATY as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Cathay General Bancorp position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 55 Cathay General Bancorp shares in Q1 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Cathay General Bancorp in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Cathay General Bancorp position peaked at $3K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2022.

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