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Carroll Financial Associates’s Cathay General Bancorp CATY Stock Holding History

Carroll Financial Associates’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
2020
Q4 		– Sell
-30
Closed – – 1542
2020
Q3 		$0 Hold
30
– – ﹤0.01% 1512
2020
Q2 		$0 Hold
30
– – ﹤0.01% 1531
2020
Q1 		$0 Hold
30
– – ﹤0.01% 1469
2019
Q4 		$1K Hold
30
– – ﹤0.01% 1423
2019
Q3 		$1K Hold
30
– – ﹤0.01% 1391
2019
Q2 		$1K Buy
+30
New +$1.06K ﹤0.01% 1436

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State Street
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Principal Financial Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carroll Financial Associates's CATY Position: Q4 2020 in Review

Carroll Financial Associates sold out of Cathay General Bancorp (CATY) in Q4 2020, closing a stake of 30 shares.

Carroll Financial Associates first reported a position in CATY in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 211 funds tracked by Wall St. Rank hold CATY as of Q4 2020.

  • Carroll Financial Associates reported no remaining Cathay General Bancorp position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 30 Cathay General Bancorp shares in Q4 2020.
  • Carroll Financial Associates first reported a position in Cathay General Bancorp in Q2 2019 and held it in 6 quarters.
  • Carroll Financial Associates's Cathay General Bancorp position peaked at $1K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.