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CM Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-16,538
Closed -$510K – 202
2023
Q1 		$510K Buy
+16,538
New +$679K 0.1% 252

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CM Wealth Advisors's CATY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q2 2023, closing a stake of 16,538 shares — an estimated $510K sold.

CM Wealth Advisors first reported a position in CATY in Q1 2023 and held it in 1 quarter. The position peaked at $510K in Q1 2023. 221 funds tracked by Wall St. Rank hold CATY as of Q2 2023.

  • CM Wealth Advisors reported no remaining Cathay General Bancorp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 16,538 Cathay General Bancorp shares in Q2 2023, an estimated $510K.
  • CM Wealth Advisors first reported a position in Cathay General Bancorp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Cathay General Bancorp position peaked at $510K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.