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Concord Wealth Partners’s Cathay General Bancorp CATY Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-180
Closed -$7K – 300
2022
Q2 		$7K Sell
180
-59
-25% -$2.41K ﹤0.01% 746
2022
Q1 		$11K Hold
239
– – ﹤0.01% 750
2021
Q4 		$10K Hold
239
– – ﹤0.01% 775
2021
Q3 		$10K Hold
239
– – ﹤0.01% 466
2021
Q2 		$9K Buy
+239
New +$9.84K ﹤0.01% 636

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Concord Wealth Partners's CATY Position: Q3 2022 in Review

Concord Wealth Partners sold out of Cathay General Bancorp (CATY) in Q3 2022, closing a stake of 180 shares — an estimated $7K sold.

Concord Wealth Partners first reported a position in CATY in Q2 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 246 funds tracked by Wall St. Rank hold CATY as of Q3 2022.

  • Concord Wealth Partners reported no remaining Cathay General Bancorp position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 180 Cathay General Bancorp shares in Q3 2022, an estimated $7K.
  • Concord Wealth Partners first reported a position in Cathay General Bancorp in Q2 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Cathay General Bancorp position peaked at $11K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.